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
1126
$832K 0.01%
83,920
-10,261
1127
$832K 0.01%
31,125
+4,808
1128
$830K 0.01%
26,990
+11,100
1129
$828K 0.01%
85,769
+590
1130
$827K 0.01%
25,755
-6,059
1131
$823K 0.01%
41,316
-2,217
1132
$821K 0.01%
12,184
-1,117
1133
$820K 0.01%
20,922
-718
1134
$816K 0.01%
2,934
+1,054
1135
$812K 0.01%
54,258
+3,702
1136
$811K 0.01%
37,493
+2,115
1137
$810K 0.01%
46,451
-308
1138
$807K 0.01%
14,278
-2,179
1139
$806K 0.01%
13,915
-4,197
1140
$806K 0.01%
7,957
-5,367
1141
$805K 0.01%
6,400
+188
1142
$804K 0.01%
38,220
1143
$799K 0.01%
35,155
-8,479
1144
$798K 0.01%
11,857
+556
1145
$797K 0.01%
19,644
+403
1146
$797K 0.01%
15,727
-5,046
1147
$795K 0.01%
24,462
+3,026
1148
$794K 0.01%
+26,460
1149
$793K 0.01%
31,486
-5,987
1150
$793K 0.01%
25,078
+1,479
44 45
46
47 48