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
1151
$793K 0.01%
18,387
+3,613
1152
$793K 0.01%
34,350
+165
1153
$792K 0.01%
43,749
-2,298
1154
$790K 0.01%
12,150
-733
1155
$788K 0.01%
9,372
+939
1156
$787K 0.01%
36,069
+4,031
1157
$786K 0.01%
32,364
+1,233
1158
$784K 0.01%
14,674
-466
1159
$784K 0.01%
29,015
-2,446
1160
$781K 0.01%
21,878
+1,944
1161
$781K 0.01%
74,520
-17,490
1162
$781K 0.01%
9,931
+1,524
1163
$777K 0.01%
10,419
-95
1164
$775K 0.01%
23,339
+2,505
1165
$774K 0.01%
42,551
-183,537
1166
$770K 0.01%
29,769
+1,735
1167
$769K 0.01%
25,478
+2,674
1168
$768K 0.01%
18,290
1169
$768K 0.01%
19,873
+2,501
1170
$768K 0.01%
5,740
+412
1171
$766K 0.01%
65,230
+3,110
1172
$765K 0.01%
14,970
+245
1173
$765K 0.01%
18,180
+4,548
1174
$765K 0.01%
15,962
-1,284
1175
$764K 0.01%
17,500
-80
45 46
47
48 49