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
851
$1.44M 0.01%
27,753
+18,095
852
$1.44M 0.01%
27,111
+3,674
853
$1.44M 0.01%
15,692
+5,997
854
$1.44M 0.01%
104,048
+665
855
$1.44M 0.01%
14,521
-4,454
856
$1.43M 0.01%
12,431
-1,090
857
$1.43M 0.01%
27,846
-8,794
858
$1.43M 0.01%
41,927
-1,836
859
$1.43M 0.01%
57,473
+4,493
860
$1.43M 0.01%
+39,166
861
$1.42M 0.01%
33,119
-3,340
862
$1.42M 0.01%
40,698
-112,965
863
$1.42M 0.01%
16,048
-1,057
864
$1.42M 0.01%
45,324
+11,125
865
$1.42M 0.01%
55,981
+206
866
$1.42M 0.01%
62,250
+21,080
867
$1.42M 0.01%
9,534
+423
868
$1.42M 0.01%
23,321
-168
869
$1.41M 0.01%
177,992
+18
870
$1.4M 0.01%
9,612
+3,253
871
$1.4M 0.01%
78,700
-1,762
872
$1.39M 0.01%
8,330
-5,114
873
$1.39M 0.01%
5,473
-83
874
$1.39M 0.01%
29,850
+1,844
875
$1.39M 0.01%
11,447
-1,704
33 34
35
36 37