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
1476
$460K ﹤0.01%
87,528
+36,765
1477
$459K ﹤0.01%
19,623
+3,406
1478
$459K ﹤0.01%
5,105
-213
1479
$458K ﹤0.01%
9,585
+3,702
1480
$458K ﹤0.01%
6,904
-50
1481
$458K ﹤0.01%
1,383
+141
1482
$458K ﹤0.01%
17,153
-4,670
1483
$457K ﹤0.01%
1,756
+110
1484
$457K ﹤0.01%
27,481
-584
1485
$456K ﹤0.01%
27,039
-1,587
1486
$456K ﹤0.01%
+12,271
1487
$455K ﹤0.01%
2,794
+510
1488
$455K ﹤0.01%
7,890
+2,181
1489
$454K ﹤0.01%
27,194
+6,303
1490
$453K ﹤0.01%
4,641
-329
1491
$453K ﹤0.01%
36,287
+7,257
1492
$452K ﹤0.01%
7,714
-527
1493
$452K ﹤0.01%
58,956
+2,600
1494
$451K ﹤0.01%
9,085
-13,810
1495
$450K ﹤0.01%
6,190
+69
1496
$448K ﹤0.01%
7,318
-1,143
1497
$448K ﹤0.01%
26,970
+11,042
1498
$447K ﹤0.01%
+8,970
1499
$447K ﹤0.01%
13,650
+1,045
1500
$446K ﹤0.01%
28,146
+738
58 59
60
61 62