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
1101
$864K 0.01%
55,214
+8,864
1102
$863K 0.01%
50,192
-8,065
1103
$860K 0.01%
138,063
+18,400
1104
$858K 0.01%
3,116
-346
1105
$856K 0.01%
81,454
-628
1106
$856K 0.01%
25,244
-15,264
1107
$856K 0.01%
79,844
-8,244
1108
$854K 0.01%
37,590
-5,503
1109
$852K 0.01%
21,682
+746
1110
$852K 0.01%
9,567
+677
1111
$851K 0.01%
40,570
+9,310
1112
$850K 0.01%
33,850
-12,096
1113
$848K 0.01%
88,573
+2,230
1114
$847K 0.01%
6,584
+341
1115
$846K 0.01%
5,320
-335
1116
$846K 0.01%
7,033
+731
1117
$843K 0.01%
15,894
+1,218
1118
$842K 0.01%
15,426
-35,567
1119
$842K 0.01%
+8,161
1120
$840K 0.01%
33,744
+14,333
1121
$839K 0.01%
49,196
+10,757
1122
$837K 0.01%
24,347
-2,539
1123
$835K 0.01%
17,205
-2,129
1124
$835K 0.01%
58,402
-330
1125
$833K 0.01%
29,217
+8,509
43 44
45
46 47