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
976
$1.1M 0.01%
7,424
-2,080
977
$1.1M 0.01%
70,210
-19,581
978
$1.1M 0.01%
53,821
-10,048
979
$1.1M 0.01%
9,590
-508
980
$1.09M 0.01%
26,930
-76
981
$1.09M 0.01%
16,280
-204
982
$1.09M 0.01%
5,629
-106
983
$1.09M 0.01%
11,658
+1,418
984
$1.09M 0.01%
21,931
+1,979
985
$1.08M 0.01%
25,158
+477
986
$1.08M 0.01%
15,490
-213
987
$1.08M 0.01%
40,210
+1,128
988
$1.08M 0.01%
994
-84
989
$1.07M 0.01%
37,982
+766
990
$1.07M 0.01%
163,219
-3,133
991
$1.07M 0.01%
41,953
+783
992
$1.07M 0.01%
23,492
-254
993
$1.07M 0.01%
11,872
+7,574
994
$1.07M 0.01%
34,162
-1,015
995
$1.07M 0.01%
5,685
-2,380
996
$1.06M 0.01%
44,001
-1,693
997
$1.06M 0.01%
23,375
+13,526
998
$1.06M 0.01%
8,553
-23,098
999
$1.06M 0.01%
89,155
+3,028
1000
$1.06M 0.01%
16,704
-1,029
38 39
40
41 42