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
901
$1.31M 0.01%
33,673
-3,261
902
$1.31M 0.01%
34,994
+42
903
$1.31M 0.01%
19,786
+234
904
$1.31M 0.01%
11,657
+105
905
$1.31M 0.01%
70,461
+4,268
906
$1.3M 0.01%
59,960
+2,950
907
$1.3M 0.01%
26,447
+13,965
908
$1.29M 0.01%
+49,656
909
$1.29M 0.01%
24,979
-3,948
910
$1.29M 0.01%
91,264
+1,830
911
$1.29M 0.01%
115,886
+11,316
912
$1.28M 0.01%
50,651
+7,322
913
$1.28M 0.01%
12,140
-219
914
$1.28M 0.01%
16,565
+5,146
915
$1.28M 0.01%
59,012
+3,573
916
$1.27M 0.01%
17,478
+942
917
$1.27M 0.01%
59,325
-34,632
918
$1.26M 0.01%
87,456
-12,390
919
$1.26M 0.01%
10,214
+1,804
920
$1.26M 0.01%
101,457
+3,209
921
$1.25M 0.01%
+27,501
922
$1.25M 0.01%
33,867
-2,733
923
$1.25M 0.01%
16,533
+2,157
924
$1.25M 0.01%
149,874
-6,494
925
$1.25M 0.01%
35,881
+2,238
35 36
37
38 39