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
1426
$498K ﹤0.01%
3,884
+35
1427
$497K ﹤0.01%
76,244
+373
1428
$497K ﹤0.01%
50,665
+7,317
1429
$497K ﹤0.01%
15,302
+6,179
1430
$495K ﹤0.01%
7,403
+235
1431
$494K ﹤0.01%
21,645
+1,887
1432
$493K ﹤0.01%
8,434
+535
1433
$493K ﹤0.01%
31,090
+1,600
1434
$492K ﹤0.01%
5,480
-311
1435
$490K ﹤0.01%
22,855
-6,342
1436
$490K ﹤0.01%
3,600
-260
1437
$489K ﹤0.01%
7,547
+1,428
1438
$488K ﹤0.01%
21,800
+1,061
1439
$488K ﹤0.01%
12,512
-220
1440
$488K ﹤0.01%
37,292
+244
1441
$487K ﹤0.01%
5,366
+1,640
1442
$487K ﹤0.01%
8,185
-5,985
1443
$487K ﹤0.01%
4,964
-7,994
1444
$486K ﹤0.01%
4,863
+149
1445
$485K ﹤0.01%
+13,129
1446
$485K ﹤0.01%
12,514
-1,493
1447
$485K ﹤0.01%
6,540
+19
1448
$482K ﹤0.01%
18,578
-34,953
1449
$481K ﹤0.01%
23,117
+11,661
1450
$481K ﹤0.01%
8,121
-1,535
56 57
58
59 60