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
776
$1.73M 0.02%
12,775
-471
777
$1.73M 0.02%
17,234
-9
778
$1.72M 0.02%
57,933
+65
779
$1.71M 0.02%
29,113
+482
780
$1.71M 0.02%
+38,063
781
$1.7M 0.02%
33,961
+16,698
782
$1.7M 0.02%
39,772
-417
783
$1.7M 0.02%
22,747
+896
784
$1.69M 0.02%
71,180
+17,197
785
$1.69M 0.02%
126,989
+1,834
786
$1.69M 0.02%
54,724
+29,400
787
$1.68M 0.02%
19,531
-2,170
788
$1.68M 0.02%
47,918
+3,097
789
$1.68M 0.02%
131,571
-90,120
790
$1.67M 0.02%
10,096
-359
791
$1.67M 0.02%
29,934
-1,531
792
$1.65M 0.02%
40,264
-496
793
$1.64M 0.02%
+17,147
794
$1.64M 0.02%
35,795
+102
795
$1.63M 0.02%
22,860
-3,988
796
$1.63M 0.02%
41,434
-2,167
797
$1.63M 0.02%
78,115
-11,297
798
$1.63M 0.01%
147,546
+12,485
799
$1.63M 0.01%
+79,917
800
$1.63M 0.01%
16,313
+783
30 31
32
33 34