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
1276
$645K 0.01%
37,617
+140
1277
$645K 0.01%
24,560
-3,300
1278
$644K 0.01%
25,210
-2,450
1279
$644K 0.01%
116,170
-3,257
1280
$641K 0.01%
12,776
+1,453
1281
$641K 0.01%
13,868
+696
1282
$639K 0.01%
11,295
+943
1283
$639K 0.01%
51,868
-700
1284
$638K 0.01%
21,468
+2,512
1285
$638K 0.01%
11,594
-1,238
1286
$637K 0.01%
18,595
+2,600
1287
$636K 0.01%
3,953
+961
1288
$635K 0.01%
28,552
-14,599
1289
$634K 0.01%
16,658
-4,039
1290
$632K 0.01%
28,530
-565
1291
$630K 0.01%
31,258
+2,059
1292
$629K 0.01%
33,640
-428
1293
$629K 0.01%
30,774
+11,116
1294
$627K 0.01%
4,567
-476
1295
$626K 0.01%
21,822
+8,796
1296
$623K 0.01%
2,323
-294
1297
$623K 0.01%
11,845
-2,115
1298
$622K 0.01%
27,784
-402
1299
$622K 0.01%
19,482
+5,370
1300
$622K 0.01%
124,109
-10,531
50 51
52
53 54