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
1451
$479K ﹤0.01%
8,402
-231
1452
$478K ﹤0.01%
19,129
+10,200
1453
$476K ﹤0.01%
13,665
-428
1454
$475K ﹤0.01%
22,458
+9,532
1455
$473K ﹤0.01%
5,185
-1,064
1456
$472K ﹤0.01%
10,010
-512
1457
$472K ﹤0.01%
37,268
+6,392
1458
$471K ﹤0.01%
40,673
-820
1459
$469K ﹤0.01%
26,629
+2,492
1460
$468K ﹤0.01%
+19,086
1461
$467K ﹤0.01%
22,105
+4,217
1462
$467K ﹤0.01%
9,077
-128
1463
$467K ﹤0.01%
20,076
+9,413
1464
$467K ﹤0.01%
18,163
+9,353
1465
$466K ﹤0.01%
18,739
+690
1466
$466K ﹤0.01%
4,878
+702
1467
$466K ﹤0.01%
7,592
-3,067
1468
$465K ﹤0.01%
65,241
-251
1469
$463K ﹤0.01%
15,961
-1,912
1470
$463K ﹤0.01%
20,334
+1,238
1471
$462K ﹤0.01%
14,091
+434
1472
$462K ﹤0.01%
5,146
+622
1473
$461K ﹤0.01%
3,464
+260
1474
$460K ﹤0.01%
11,349
-1,128
1475
$460K ﹤0.01%
14,295
57 58
59
60 61