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
751
$1.85M 0.02%
25,253
+2,497
752
$1.83M 0.02%
8,154
+1,910
753
$1.83M 0.02%
10,161
+1,362
754
$1.83M 0.02%
27,510
+14,330
755
$1.82M 0.02%
35,628
+8,203
756
$1.81M 0.02%
13,398
+1,933
757
$1.81M 0.02%
28,512
-54,888
758
$1.8M 0.02%
22,605
-3,995
759
$1.8M 0.02%
12,190
-71
760
$1.8M 0.02%
32,025
+4,384
761
$1.8M 0.02%
31,463
-374
762
$1.79M 0.02%
40,327
-1,749
763
$1.79M 0.02%
128,173
+3,126
764
$1.79M 0.02%
34,724
+894
765
$1.78M 0.02%
52,441
-8,893
766
$1.78M 0.02%
14,612
+4,461
767
$1.78M 0.02%
46,308
+775
768
$1.78M 0.02%
10,306
-838
769
$1.76M 0.02%
+54,353
770
$1.76M 0.02%
187,020
+10,890
771
$1.75M 0.02%
16,465
+2,045
772
$1.75M 0.02%
37,785
-263
773
$1.75M 0.02%
43,999
-12,107
774
$1.74M 0.02%
84,454
+12,460
775
$1.74M 0.02%
13,759
-684
29 30
31
32 33