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
1501
$446K ﹤0.01%
35,583
+7,705
1502
$444K ﹤0.01%
3,094
+43
1503
$444K ﹤0.01%
20,071
-1,174
1504
$444K ﹤0.01%
27,654
+4,733
1505
$444K ﹤0.01%
8,408
-1,841
1506
$443K ﹤0.01%
34,453
+7,225
1507
$441K ﹤0.01%
12,621
-23,132
1508
$441K ﹤0.01%
57,752
+3,675
1509
$441K ﹤0.01%
48,166
+14,150
1510
$440K ﹤0.01%
23,847
+2,682
1511
$440K ﹤0.01%
8,203
-23,368
1512
$439K ﹤0.01%
20,030
-800
1513
$438K ﹤0.01%
14,682
-2,066
1514
$438K ﹤0.01%
14,272
+3,095
1515
$437K ﹤0.01%
24,404
-2,732
1516
$436K ﹤0.01%
2,095
+79
1517
$435K ﹤0.01%
17,354
+528
1518
$435K ﹤0.01%
53,352
-10,653
1519
$435K ﹤0.01%
2,081
+232
1520
$435K ﹤0.01%
17,750
+1,101
1521
$434K ﹤0.01%
40,536
-2,100
1522
$434K ﹤0.01%
8,119
-3,275
1523
$434K ﹤0.01%
1,118
+39
1524
$434K ﹤0.01%
11,580
+3,461
1525
$431K ﹤0.01%
12,041
-504
59 60
61
62 63