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
801
$1.62M 0.01%
72,909
-19,005
802
$1.62M 0.01%
17,212
+1,752
803
$1.61M 0.01%
65,552
-255
804
$1.61M 0.01%
46,054
+3,275
805
$1.6M 0.01%
51,644
+540
806
$1.6M 0.01%
202,355
+89,575
807
$1.6M 0.01%
100,776
-2,066
808
$1.59M 0.01%
59,203
-20,153
809
$1.58M 0.01%
86,108
+17,801
810
$1.58M 0.01%
67,937
+499
811
$1.58M 0.01%
62,080
+4,492
812
$1.57M 0.01%
26,160
+3,390
813
$1.57M 0.01%
10,705
-62
814
$1.56M 0.01%
243,794
-12,072
815
$1.56M 0.01%
51,427
-29,803
816
$1.55M 0.01%
39,462
+6,957
817
$1.54M 0.01%
14,700
+300
818
$1.54M 0.01%
29,310
+4,917
819
$1.53M 0.01%
32,282
+5,540
820
$1.53M 0.01%
35,382
-1,326
821
$1.53M 0.01%
19,679
-318
822
$1.52M 0.01%
6,733
-2,945
823
$1.52M 0.01%
42,335
+242
824
$1.52M 0.01%
54,375
+5,704
825
$1.51M 0.01%
18,893
-4,472
31 32
33
34 35