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
826
$1.51M 0.01%
55,860
+3,475
827
$1.51M 0.01%
14,562
+956
828
$1.51M 0.01%
50,361
-2,054
829
$1.5M 0.01%
123,291
+110,885
830
$1.5M 0.01%
29,765
+7,093
831
$1.5M 0.01%
53,037
+562
832
$1.5M 0.01%
28,737
-7,324
833
$1.49M 0.01%
11,643
-867
834
$1.49M 0.01%
45,809
+4,120
835
$1.48M 0.01%
64,487
-5,470
836
$1.48M 0.01%
25,537
-164
837
$1.47M 0.01%
29,084
+1
838
$1.47M 0.01%
44,978
-71,089
839
$1.46M 0.01%
+31,063
840
$1.46M 0.01%
33,699
-3,752
841
$1.46M 0.01%
35,195
+635
842
$1.45M 0.01%
55,609
+40,678
843
$1.45M 0.01%
15,978
+9,950
844
$1.45M 0.01%
69,369
-5,059
845
$1.45M 0.01%
33,259
-315
846
$1.45M 0.01%
27,779
+849
847
$1.44M 0.01%
69,450
+224
848
$1.44M 0.01%
47,398
-3,896
849
$1.44M 0.01%
141,013
-11,782
850
$1.44M 0.01%
33,549
+13,144
32 33
34
35 36