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
76
$31M 0.29%
1,048,873
+498,321
77
$30.8M 0.28%
264,267
-3,442
78
$30.4M 0.28%
301,578
+28,445
79
$29.9M 0.27%
1,569,876
-12,402
80
$29.8M 0.27%
221,487
+15,122
81
$29.6M 0.27%
1,674,837
+17,829
82
$28.5M 0.26%
356,569
+15,583
83
$27.8M 0.26%
507,792
-20,164
84
$27.4M 0.25%
1,032,238
-197,874
85
$27.3M 0.25%
75,117
+4,279
86
$27M 0.25%
338,288
-27,078
87
$26.9M 0.25%
110,266
+12,133
88
$26.8M 0.25%
876,574
+146,851
89
$26.8M 0.25%
559,702
+18,060
90
$26M 0.24%
705,129
+42,315
91
$25.3M 0.23%
236,408
+25,472
92
$25.2M 0.23%
297,097
+33,551
93
$25M 0.23%
296,914
-1,261
94
$25M 0.23%
120,294
+4,364
95
$25M 0.23%
190,306
+8,015
96
$25M 0.23%
969,434
-38,802
97
$24.9M 0.23%
308,126
-20,175
98
$24.8M 0.23%
225,130
+30,042
99
$24.6M 0.23%
483,683
+14,598
100
$23.8M 0.22%
1,623,712
+575,502
2 3
4
5 6