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
926
$1.24M 0.01%
33,124
-987
927
$1.24M 0.01%
32,451
+13,723
928
$1.24M 0.01%
11,524
+1,267
929
$1.24M 0.01%
151,162
-600
930
$1.23M 0.01%
26,734
+1,445
931
$1.23M 0.01%
17,037
+3,608
932
$1.22M 0.01%
+65,487
933
$1.22M 0.01%
18,825
-492
934
$1.21M 0.01%
13,325
-522
935
$1.2M 0.01%
27,853
-494
936
$1.2M 0.01%
16,005
-14,611
937
$1.2M 0.01%
78,290
-1,424
938
$1.2M 0.01%
34,153
+1,925
939
$1.19M 0.01%
22,452
+2,000
940
$1.19M 0.01%
21,306
+12,319
941
$1.19M 0.01%
37,011
-7,197
942
$1.19M 0.01%
7,710
+1,663
943
$1.19M 0.01%
30,371
-6,305
944
$1.18M 0.01%
13,743
-1,030
945
$1.18M 0.01%
50,949
+8,071
946
$1.18M 0.01%
74,751
-7,264
947
$1.17M 0.01%
99,684
+1,114
948
$1.17M 0.01%
84,016
+22,086
949
$1.17M 0.01%
32,140
+1,527
950
$1.17M 0.01%
19,404
+1,585
36 37
38
39 40