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
51
$37.6M 0.35%
282,566
+69,108
52
$37.6M 0.34%
335,891
+9,884
53
$37.3M 0.34%
179,523
+1,714
54
$37.1M 0.34%
424,179
+26,466
55
$36.8M 0.34%
559,880
+20,488
56
$36.3M 0.33%
305,906
+77,698
57
$36.2M 0.33%
291,093
+9,137
58
$35.8M 0.33%
3,059,874
-235,962
59
$35.6M 0.33%
134,719
+13,722
60
$34.6M 0.32%
639,000
-5,660
61
$34.2M 0.31%
633,580
+19,020
62
$33.9M 0.31%
617,713
-37,829
63
$33.8M 0.31%
563,122
-97,979
64
$33.6M 0.31%
92,261
+2,572
65
$32.8M 0.3%
683,929
+24,373
66
$32.8M 0.3%
295,810
-19,093
67
$32.7M 0.3%
965,356
-15,600
68
$32.4M 0.3%
260,801
+114,426
69
$32.2M 0.3%
252,752
+2,428
70
$32.1M 0.29%
653,198
-95,784
71
$32M 0.29%
287,372
-150,645
72
$31.7M 0.29%
294,383
+24,122
73
$31.6M 0.29%
1,970,872
+177,246
74
$31.6M 0.29%
273,481
+74,745
75
$31.4M 0.29%
200,539
-25,010
1 2
3
4 5