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
951
$1.17M 0.01%
60,681
-1,564
952
$1.16M 0.01%
28,984
+6,960
953
$1.16M 0.01%
18,767
-35,397
954
$1.16M 0.01%
46,669
+15,266
955
$1.16M 0.01%
18,843
+3,381
956
$1.15M 0.01%
17,510
+700
957
$1.15M 0.01%
10,858
-1,036
958
$1.14M 0.01%
19,908
+1,869
959
$1.14M 0.01%
18,338
+5,543
960
$1.14M 0.01%
40,709
-202
961
$1.14M 0.01%
80,264
-977
962
$1.14M 0.01%
60,027
+12,569
963
$1.13M 0.01%
23,767
-59,900
964
$1.13M 0.01%
4,269
-11,108
965
$1.13M 0.01%
27,906
+4,790
966
$1.13M 0.01%
20,651
+2,428
967
$1.13M 0.01%
43,175
+7,291
968
$1.13M 0.01%
66,377
+5,726
969
$1.13M 0.01%
3,078
-493
970
$1.13M 0.01%
71,337
+7,352
971
$1.12M 0.01%
14,014
+5,538
972
$1.12M 0.01%
12,138
-1,096
973
$1.12M 0.01%
10,005
-9,735
974
$1.11M 0.01%
10,497
-482
975
$1.11M 0.01%
36,726
-803
37 38
39
40 41