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
1326
$585K 0.01%
10,307
-2,673
1327
$580K 0.01%
5,323
+518
1328
$580K 0.01%
14,967
+1,892
1329
$576K 0.01%
14,805
+106
1330
$576K 0.01%
14,662
-759
1331
$575K 0.01%
44,834
-7,046
1332
$575K 0.01%
51,800
-750
1333
$574K 0.01%
12,217
+85
1334
$574K 0.01%
27,402
-1,392
1335
$574K 0.01%
421
-36
1336
$572K 0.01%
42,468
-8,281
1337
$572K 0.01%
27,933
-3,600
1338
$572K 0.01%
4,371
+1,267
1339
$571K 0.01%
8,457
+1,517
1340
$571K 0.01%
21,462
-8,538
1341
$570K 0.01%
3,029
-743
1342
$569K 0.01%
26,078
+7,603
1343
$569K 0.01%
15,346
+281
1344
$568K 0.01%
18,894
+1,611
1345
$567K 0.01%
23,157
+9,462
1346
$567K 0.01%
59,635
+30,215
1347
$566K 0.01%
12,036
-37,392
1348
$566K 0.01%
7,310
+8
1349
$566K 0.01%
31,776
+5,322
1350
$565K 0.01%
1,120
+670
52 53
54
55 56