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
1001
$1.05M 0.01%
41,822
-9,478
1002
$1.05M 0.01%
14,678
+5,081
1003
$1.05M 0.01%
61,687
-4,120
1004
$1.04M 0.01%
8,553
-121
1005
$1.04M 0.01%
25,179
-6,570
1006
$1.04M 0.01%
11,534
+119
1007
$1.04M 0.01%
13,038
-360
1008
$1.04M 0.01%
5,659
+1,060
1009
$1.03M 0.01%
8,898
-16
1010
$1.03M 0.01%
68,525
+23
1011
$1.03M 0.01%
14,695
+66
1012
$1.03M 0.01%
87,230
-4,003
1013
$1.02M 0.01%
43,975
-19
1014
$1.02M 0.01%
419,542
-4,125
1015
$1.02M 0.01%
27,694
1016
$1.02M 0.01%
6,983
+348
1017
$1.02M 0.01%
12,735
+1,328
1018
$1.02M 0.01%
10,136
+666
1019
$1.02M 0.01%
22,008
-50,918
1020
$1.01M 0.01%
34,530
+129
1021
$1.01M 0.01%
32,732
-50,554
1022
$1.01M 0.01%
23,332
-986
1023
$1.01M 0.01%
63,351
+4,629
1024
$1.01M 0.01%
55,503
-1,713
1025
$1M 0.01%
12,335
-1,549
39 40
41
42 43