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
1301
$620K 0.01%
6,423
-40,087
1302
$617K 0.01%
35,028
-1,413
1303
$615K 0.01%
17,220
+26
1304
$613K 0.01%
1,268
-105
1305
$611K 0.01%
20,203
+11,476
1306
$609K 0.01%
19,688
+4,322
1307
$606K 0.01%
4,646
+12
1308
$605K 0.01%
22,525
+5,335
1309
$604K 0.01%
12,850
+395
1310
$604K 0.01%
8,335
+395
1311
$603K 0.01%
2,066
-56
1312
$603K 0.01%
19,681
1313
$602K 0.01%
7,294
+914
1314
$601K 0.01%
47,437
+1,165
1315
$600K 0.01%
10,896
+302
1316
$598K 0.01%
12,029
+3,943
1317
$595K 0.01%
11,592
+1,914
1318
$595K 0.01%
46,513
+4,895
1319
$595K 0.01%
13,128
+5,754
1320
$592K 0.01%
24,434
+1,996
1321
$591K 0.01%
5,575
+161
1322
$590K 0.01%
9,274
-791
1323
$588K 0.01%
11,086
+727
1324
$588K 0.01%
3,078
+1,286
1325
$586K 0.01%
19,075
+1,375
51 52
53
54 55