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
1351
$563K 0.01%
11,096
-4,187
1352
$563K 0.01%
22,056
-293
1353
$563K 0.01%
20,785
+12,668
1354
$561K 0.01%
17,120
-259
1355
$560K 0.01%
35,472
-11,246
1356
$560K 0.01%
11,491
-37,399
1357
$560K 0.01%
15,802
+48
1358
$559K 0.01%
24,974
+5,726
1359
$558K 0.01%
12,579
+379
1360
$556K 0.01%
23,986
-48
1361
$551K 0.01%
3,772
+967
1362
$549K 0.01%
18,062
+409
1363
$548K 0.01%
9,832
+1,540
1364
$548K 0.01%
35,693
+25,007
1365
$547K 0.01%
2,450
+341
1366
$547K 0.01%
4,757
+2,063
1367
$546K 0.01%
23,546
+3,882
1368
$546K 0.01%
32,245
+744
1369
$546K 0.01%
19,026
+1,510
1370
$542K 0.01%
786
-103
1371
$542K 0.01%
36,271
+8,119
1372
$542K 0.01%
24,630
-83
1373
$541K 0.01%
6,450
+26
1374
$541K 0.01%
6,466
+1,306
1375
$540K 0.01%
+21,731
53 54
55
56 57