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
1376
$538K ﹤0.01%
+14,949
1377
$536K ﹤0.01%
8,109
+609
1378
$536K ﹤0.01%
+525
1379
$534K ﹤0.01%
9,751
+3,435
1380
$533K ﹤0.01%
34,040
+969
1381
$533K ﹤0.01%
+5,537
1382
$532K ﹤0.01%
42,508
+1,305
1383
$532K ﹤0.01%
30,218
-35,245
1384
$532K ﹤0.01%
6,305
+91
1385
$530K ﹤0.01%
18,556
-2,327
1386
$528K ﹤0.01%
17,994
-4,770
1387
$528K ﹤0.01%
29,964
+626
1388
$528K ﹤0.01%
13,972
-1,783
1389
$526K ﹤0.01%
9,452
+2,035
1390
$526K ﹤0.01%
7,084
-14
1391
$524K ﹤0.01%
42,218
+1,959
1392
$524K ﹤0.01%
36,205
+8,305
1393
$523K ﹤0.01%
4,111
-139
1394
$521K ﹤0.01%
35,514
-4,832
1395
$518K ﹤0.01%
1,435
+14
1396
$518K ﹤0.01%
2,120
+93
1397
$518K ﹤0.01%
24,850
+4,345
1398
$517K ﹤0.01%
+18,923
1399
$517K ﹤0.01%
3,399
+207
1400
$517K ﹤0.01%
968
+81
54 55
56
57 58