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
1226
$714K 0.01%
21,820
-29,445
1227
$714K 0.01%
18,513
+718
1228
$711K 0.01%
10,793
+51
1229
$708K 0.01%
20,283
-1,881
1230
$708K 0.01%
4,661
1231
$705K 0.01%
17,376
-528
1232
$701K 0.01%
118,229
+6,959
1233
$700K 0.01%
4,343
+2,293
1234
$700K 0.01%
20,590
-7,326
1235
$696K 0.01%
28,649
+1,075
1236
$693K 0.01%
7,867
-517
1237
$692K 0.01%
4,054
-556
1238
$690K 0.01%
12,554
+914
1239
$690K 0.01%
12,349
+3,367
1240
$690K 0.01%
36,525
-3,698
1241
$690K 0.01%
7,881
-405
1242
$688K 0.01%
91,870
-5,057
1243
$686K 0.01%
18,304
-8,284
1244
$685K 0.01%
+11,270
1245
$684K 0.01%
63,542
-22,646
1246
$684K 0.01%
9,014
+39
1247
$682K 0.01%
3,493
+193
1248
$680K 0.01%
49,479
+22,527
1249
$679K 0.01%
15,003
+2,548
1250
$677K 0.01%
13,627
-1,344
48 49
50
51 52