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
1076
$898K 0.01%
14,692
-447
1077
$898K 0.01%
26,954
+1,268
1078
$897K 0.01%
49,252
+6,744
1079
$896K 0.01%
91,275
-141
1080
$893K 0.01%
50,304
+3,704
1081
$892K 0.01%
10,187
+688
1082
$892K 0.01%
29,495
+1,077
1083
$890K 0.01%
18,633
-5,216
1084
$888K 0.01%
+28,061
1085
$884K 0.01%
16,390
-3,088
1086
$884K 0.01%
18,271
+1,381
1087
$883K 0.01%
12,722
-1,663
1088
$882K 0.01%
25,290
+4,841
1089
$882K 0.01%
14,943
+1,050
1090
$879K 0.01%
5,700
+530
1091
$879K 0.01%
31,100
+5,947
1092
$879K 0.01%
20,658
-888
1093
$878K 0.01%
52,126
+2,863
1094
$876K 0.01%
6,238
-989
1095
$870K 0.01%
64,249
-581
1096
$870K 0.01%
14,486
-927
1097
$868K 0.01%
33,438
+23,543
1098
$868K 0.01%
12,306
-5,667
1099
$868K 0.01%
23,279
+7,568
1100
$867K 0.01%
6,760
+108
42 43
44
45 46