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
1401
$516K ﹤0.01%
46,775
+22,175
1402
$515K ﹤0.01%
375
-5
1403
$515K ﹤0.01%
17,007
-52
1404
$512K ﹤0.01%
5,342
-196
1405
$511K ﹤0.01%
5,456
-68
1406
$510K ﹤0.01%
14,195
-322
1407
$510K ﹤0.01%
18,576
+9,388
1408
$509K ﹤0.01%
17,221
-1,401
1409
$507K ﹤0.01%
44,270
+5,382
1410
$507K ﹤0.01%
11,339
-1,632
1411
$507K ﹤0.01%
8,484
-698
1412
$506K ﹤0.01%
32,149
+4,478
1413
$506K ﹤0.01%
17,543
+5,283
1414
$505K ﹤0.01%
9,736
+457
1415
$504K ﹤0.01%
10,318
-237
1416
$504K ﹤0.01%
+446
1417
$503K ﹤0.01%
3,934
-662
1418
$503K ﹤0.01%
24,883
+251
1419
$502K ﹤0.01%
10,069
+2,109
1420
$502K ﹤0.01%
15,748
-653
1421
$502K ﹤0.01%
6,223
+400
1422
$502K ﹤0.01%
20,613
-1,050
1423
$501K ﹤0.01%
34,825
+153
1424
$499K ﹤0.01%
8,410
-585
1425
$498K ﹤0.01%
7,761
+2,343
55 56
57
58 59