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
1051
$930K 0.01%
12,458
+109
1052
$930K 0.01%
23,913
+3,218
1053
$927K 0.01%
26,032
+1,468
1054
$927K 0.01%
29,761
-2,660
1055
$924K 0.01%
63,009
+3,339
1056
$922K 0.01%
46,622
-16,393
1057
$921K 0.01%
73,608
-4,331
1058
$920K 0.01%
36,757
-5,600
1059
$919K 0.01%
64,210
-7,775
1060
$918K 0.01%
38,194
+28,477
1061
$918K 0.01%
9,407
-1,610
1062
$916K 0.01%
14,856
-1,356
1063
$915K 0.01%
18,916
+4,888
1064
$912K 0.01%
4,223
-730
1065
$911K 0.01%
42,460
+3,145
1066
$910K 0.01%
59,240
-38,915
1067
$909K 0.01%
17,866
-3,383
1068
$905K 0.01%
18,046
-3,569
1069
$904K 0.01%
12,841
+3,911
1070
$904K 0.01%
30,178
+195
1071
$903K 0.01%
29,330
-1,850
1072
$901K 0.01%
19,621
-1,346
1073
$899K 0.01%
101,388
+5,550
1074
$899K 0.01%
13,930
+7,481
1075
$899K 0.01%
14,752
+4,322
41 42
43
44 45