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
876
$1.38M 0.01%
11,188
+2,171
877
$1.38M 0.01%
25,346
+680
878
$1.38M 0.01%
46,510
-2,845
879
$1.38M 0.01%
29,539
+3,655
880
$1.38M 0.01%
18,915
-32
881
$1.38M 0.01%
105,093
-6,667
882
$1.37M 0.01%
47,366
-14,163
883
$1.37M 0.01%
+7,683
884
$1.37M 0.01%
44,985
-4,532
885
$1.36M 0.01%
18,095
+1,538
886
$1.36M 0.01%
8,539
+4,264
887
$1.36M 0.01%
5,558
-29
888
$1.36M 0.01%
7,398
+54
889
$1.35M 0.01%
15,700
890
$1.35M 0.01%
27,125
-1,589
891
$1.35M 0.01%
53,911
+8,469
892
$1.35M 0.01%
47,934
+2,132
893
$1.34M 0.01%
11,360
-3,187
894
$1.33M 0.01%
31,591
-1,934
895
$1.33M 0.01%
17,102
+838
896
$1.33M 0.01%
59,894
+2,823
897
$1.33M 0.01%
5,683
-450
898
$1.32M 0.01%
13,451
-7,677
899
$1.32M 0.01%
14,451
-935
900
$1.32M 0.01%
63,518
+10,752
34 35
36
37 38