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
1201
$741K 0.01%
14,538
-31,409
1202
$741K 0.01%
9,671
+4,726
1203
$741K 0.01%
36,979
-3,288
1204
$740K 0.01%
28,022
-1,579
1205
$740K 0.01%
22,776
+148
1206
$739K 0.01%
9,146
-3,238
1207
$739K 0.01%
45,169
-237,718
1208
$739K 0.01%
14,176
+244
1209
$737K 0.01%
29,773
-90
1210
$736K 0.01%
6,008
+545
1211
$735K 0.01%
15,710
-1,159
1212
$735K 0.01%
8,976
-4,161
1213
$733K 0.01%
18,741
+1,687
1214
$731K 0.01%
16,859
-787
1215
$731K 0.01%
32,652
+1,605
1216
$730K 0.01%
7,822
+659
1217
$730K 0.01%
37,573
+10,584
1218
$730K 0.01%
14,133
-1,137
1219
$729K 0.01%
18,984
+12,104
1220
$728K 0.01%
33,567
-777
1221
$727K 0.01%
28,042
+14,000
1222
$724K 0.01%
46,821
+753
1223
$719K 0.01%
41,176
+43
1224
$719K 0.01%
+7,442
1225
$717K 0.01%
28,375
+4,206
47 48
49
50 51