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
1526
$431K ﹤0.01%
15,231
+4,408
1527
$429K ﹤0.01%
40,015
+6,753
1528
$429K ﹤0.01%
886
+60
1529
$429K ﹤0.01%
12,104
-266
1530
$428K ﹤0.01%
552
-237
1531
$427K ﹤0.01%
83,186
-8,718
1532
$426K ﹤0.01%
17,951
+482
1533
$426K ﹤0.01%
6,266
-507
1534
$426K ﹤0.01%
15,437
+3,946
1535
$426K ﹤0.01%
3,638
+1,243
1536
$425K ﹤0.01%
20,141
+1,499
1537
$425K ﹤0.01%
+2,979
1538
$423K ﹤0.01%
2,208
+140
1539
$423K ﹤0.01%
15,361
-832
1540
$422K ﹤0.01%
27,621
-1,177
1541
$421K ﹤0.01%
3,905
+554
1542
$419K ﹤0.01%
29,950
+5,728
1543
$416K ﹤0.01%
26,584
+464
1544
$416K ﹤0.01%
12,963
-6,017
1545
$414K ﹤0.01%
+7,648
1546
$414K ﹤0.01%
16,997
-1,342
1547
$414K ﹤0.01%
8,670
+1,818
1548
$413K ﹤0.01%
8,771
-5,215
1549
$413K ﹤0.01%
15,393
+2,054
1550
$413K ﹤0.01%
17,921
-3,514
60 61
62
63 64