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
701
$2.05M 0.02%
125,576
-1,952
702
$2.04M 0.02%
160,907
-6,090
703
$2.03M 0.02%
20,511
+876
704
$2.03M 0.02%
97,952
-10,074
705
$2.03M 0.02%
68,845
+8,664
706
$2.02M 0.02%
58,701
-625
707
$2.02M 0.02%
94,349
+16,542
708
$2M 0.02%
17,002
+133
709
$2M 0.02%
24,825
+10,146
710
$1.99M 0.02%
29,010
+790
711
$1.99M 0.02%
26,528
+1,476
712
$1.99M 0.02%
40,144
+12,480
713
$1.98M 0.02%
8,708
+545
714
$1.97M 0.02%
23,803
+15,292
715
$1.97M 0.02%
141,526
-6,198
716
$1.97M 0.02%
7,189
-543
717
$1.97M 0.02%
122,980
+1,193
718
$1.97M 0.02%
57,870
+9,966
719
$1.96M 0.02%
37,402
+2,178
720
$1.96M 0.02%
300,364
+7,312
721
$1.96M 0.02%
41,527
-39,991
722
$1.96M 0.02%
68,425
+15,845
723
$1.95M 0.02%
42,905
-1,439
724
$1.95M 0.02%
68,262
+20,616
725
$1.95M 0.02%
16,508
+730
27 28
29
30 31