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
1026
$999K 0.01%
46,267
+3,790
1027
$997K 0.01%
92,873
-1,375
1028
$996K 0.01%
16,788
+1,116
1029
$992K 0.01%
11,448
+1,631
1030
$985K 0.01%
18,491
+3,063
1031
$984K 0.01%
21,877
+862
1032
$983K 0.01%
7,504
+731
1033
$981K 0.01%
97,683
-1,398
1034
$979K 0.01%
49,422
+1,632
1035
$978K 0.01%
45,786
+22,245
1036
$970K 0.01%
19,438
+293
1037
$965K 0.01%
232,554
+56,332
1038
$965K 0.01%
40,461
-5,376
1039
$964K 0.01%
2,778
+469
1040
$961K 0.01%
15,634
-2,712
1041
$961K 0.01%
7,173
+700
1042
$956K 0.01%
9,795
1043
$953K 0.01%
39,217
+3,449
1044
$947K 0.01%
8,535
-1,393
1045
$944K 0.01%
5,895
+1,436
1046
$943K 0.01%
15,896
+4,584
1047
$940K 0.01%
7,334
+334
1048
$934K 0.01%
94,816
+32,640
1049
$934K 0.01%
9,700
-3,590
1050
$931K 0.01%
15,564
-36
40 41
42
43 44