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
101
$23.4M 0.22%
638,270
-9,440
102
$23.4M 0.21%
177,439
+12,635
103
$23.1M 0.21%
138,198
+1,843
104
$22.9M 0.21%
621,340
+142,821
105
$22.7M 0.21%
173,613
+10,071
106
$22.3M 0.2%
1,150,159
+227,110
107
$22M 0.2%
415,388
+15,375
108
$21.9M 0.2%
219,984
+10,236
109
$21.7M 0.2%
124,355
+2,012
110
$21.1M 0.19%
728,609
-86,018
111
$20.9M 0.19%
415,617
-18,136
112
$20.8M 0.19%
266,988
+49,841
113
$20.7M 0.19%
504,962
+5,184
114
$20.7M 0.19%
298,076
-4,363
115
$20.3M 0.19%
139,736
+5,505
116
$20.1M 0.19%
425,530
+3,517
117
$19.7M 0.18%
215,751
+72,967
118
$19.7M 0.18%
458,411
-241,955
119
$19.6M 0.18%
378,379
+73,256
120
$19.5M 0.18%
510,336
+126,305
121
$19.3M 0.18%
129,528
+38,571
122
$19.2M 0.18%
1,847,304
+355,224
123
$19M 0.17%
261,553
+28,699
124
$18.9M 0.17%
309,573
+61,449
125
$18.8M 0.17%
4,574,000
+176,960
3 4
5
6 7