Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $36.4B
1-Year Est. Return 20.08%
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.9B
AUM Growth
+$433M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,433
New
Increased
Reduced
Closed

Top Buys

1
+$27.2M
2
+$21M
3
+$16.3M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$15.4M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$14.7M

Top Sells

1
+$38.6M
2
+$23M
3
+$17.9M
4
DD icon
DuPont de Nemours
DD
+$17.5M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$16.8M

Sector Composition

1 Technology 6.22%
2 Financials 5.01%
3 Healthcare 3.97%
4 Consumer Discretionary 3.69%
5 Industrials 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$2.23M 0.02%
28,138
-9,446
677
$2.22M 0.02%
21,050
+32
678
$2.21M 0.02%
88,754
+7,603
679
$2.2M 0.02%
16,609
+2,749
680
$2.19M 0.02%
36,140
-1,401
681
$2.17M 0.02%
34,768
+1,288
682
$2.17M 0.02%
45,519
+16,213
683
$2.17M 0.02%
129,275
+4,346
684
$2.15M 0.02%
50,331
-1,310
685
$2.14M 0.02%
32,177
-72,505
686
$2.14M 0.02%
19,337
+1,430
687
$2.13M 0.02%
34,670
+1,403
688
$2.11M 0.02%
42,471
+2,377
689
$2.11M 0.02%
33,058
-4,084
690
$2.09M 0.02%
27,879
-11,797
691
$2.09M 0.02%
26,128
+14,495
692
$2.08M 0.02%
51,330
+12,691
693
$2.08M 0.02%
82,605
+17,712
694
$2.07M 0.02%
1,883
+176
695
$2.06M 0.02%
85,431
-334
696
$2.06M 0.02%
74,256
+4,781
697
$2.06M 0.02%
42,472
+2,524
698
$2.06M 0.02%
121,367
+18,574
699
$2.06M 0.02%
177,188
-10,919
700
$2.06M 0.02%
25,088
-246
26 27
28
29 30