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
126
$18.4M 0.17%
105,725
-6,396
127
$18.4M 0.17%
482,968
+37,614
128
$18.2M 0.17%
133,591
+3,589
129
$18.1M 0.17%
308,008
+38,246
130
$18.1M 0.17%
758,127
-25,459
131
$18M 0.17%
106,293
+6,810
132
$17.9M 0.16%
351,776
+6,697
133
$17.8M 0.16%
249,860
-19,050
134
$17.7M 0.16%
202,193
+17,874
135
$17.6M 0.16%
190,365
-64,601
136
$17.4M 0.16%
339,135
+104,831
137
$17.4M 0.16%
207,219
-8,348
138
$17.4M 0.16%
567,434
+187,372
139
$17.3M 0.16%
290,084
-16,677
140
$17.1M 0.16%
81,211
+2,916
141
$16.9M 0.16%
212,582
-8,483
142
$16.8M 0.15%
399,007
+30,781
143
$16.7M 0.15%
186,093
-9,198
144
$16.7M 0.15%
352,790
-6,460
145
$16.6M 0.15%
455,300
-12,363
146
$16.3M 0.15%
87,692
+2,685
147
$16.2M 0.15%
320,963
+144,765
148
$16.1M 0.15%
285,977
+43,125
149
$16.1M 0.15%
145,378
-10,225
150
$16.1M 0.15%
672,760
+18,330
4 5
6
7 8