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
1176
$764K 0.01%
910
-83
1177
$763K 0.01%
26,213
-1,295
1178
$762K 0.01%
+5,326
1179
$761K 0.01%
14,131
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1180
$761K 0.01%
16,665
+1,178
1181
$759K 0.01%
25,633
-6,108
1182
$758K 0.01%
10,284
-13
1183
$757K 0.01%
12,942
+2,706
1184
$756K 0.01%
8,706
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1185
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49,509
+466
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$753K 0.01%
16,866
-1,518
1187
$752K 0.01%
4,425
-238
1188
$751K 0.01%
131,536
-1,251
1189
$750K 0.01%
19,586
-7,023
1190
$750K 0.01%
12,597
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2,724
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1192
$749K 0.01%
9,142
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1193
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10,172
-428
1194
$747K 0.01%
25,794
-12,115
1195
$747K 0.01%
9,932
-3,218
1196
$747K 0.01%
20,877
+12,342
1197
$746K 0.01%
14,997
-1,434
1198
$745K 0.01%
52,899
-1,966
1199
$744K 0.01%
35,013
+7,317
1200
$743K 0.01%
34,239
+2,584
46 47
48
49 50