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
726
$1.95M 0.02%
35,073
-6,112
727
$1.95M 0.02%
29,962
+1,523
728
$1.94M 0.02%
41,616
+12,381
729
$1.94M 0.02%
119,632
-35,120
730
$1.94M 0.02%
20,829
+2,277
731
$1.93M 0.02%
48,963
+5,317
732
$1.93M 0.02%
32,705
-16,847
733
$1.91M 0.02%
29,122
-1,382
734
$1.9M 0.02%
18,577
-2,842
735
$1.9M 0.02%
63,262
+37,357
736
$1.9M 0.02%
11,571
+172
737
$1.88M 0.02%
33,984
+11,030
738
$1.88M 0.02%
72,573
-2,017
739
$1.88M 0.02%
21,944
+1,028
740
$1.88M 0.02%
11,066
+925
741
$1.88M 0.02%
57,498
+1,176
742
$1.88M 0.02%
44,573
-1,187
743
$1.88M 0.02%
78,572
-10,626
744
$1.88M 0.02%
74,106
-1,360
745
$1.87M 0.02%
26,454
-17,267
746
$1.86M 0.02%
55,225
+14
747
$1.86M 0.02%
67,995
-4,695
748
$1.86M 0.02%
70,165
+683
749
$1.86M 0.02%
74,670
-14,459
750
$1.86M 0.02%
66,603
-318
28 29
30
31 32