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
1551
$413K ﹤0.01%
+15,950
1552
$412K ﹤0.01%
14,792
+6,631
1553
$412K ﹤0.01%
39,380
-712
1554
$411K ﹤0.01%
1,388
-11
1555
$411K ﹤0.01%
5,679
+1,057
1556
$410K ﹤0.01%
39,351
+39
1557
$410K ﹤0.01%
14,433
-5,751
1558
$409K ﹤0.01%
1,035
-163
1559
$409K ﹤0.01%
13,205
+2,796
1560
$409K ﹤0.01%
23,910
-978
1561
$409K ﹤0.01%
6,147
-420
1562
$409K ﹤0.01%
4,250
-68
1563
$409K ﹤0.01%
11,155
-1,850
1564
$408K ﹤0.01%
+12,901
1565
$408K ﹤0.01%
7,662
-2,644
1566
$404K ﹤0.01%
14,040
+202
1567
$402K ﹤0.01%
7,937
-5,317
1568
$402K ﹤0.01%
31,106
+6,760
1569
$402K ﹤0.01%
42,278
-12,633
1570
$401K ﹤0.01%
26,835
+600
1571
$401K ﹤0.01%
3,338
-3,649
1572
$401K ﹤0.01%
19,223
+5,395
1573
$400K ﹤0.01%
4,206
+141
1574
$400K ﹤0.01%
107,714
+29,645
1575
$400K ﹤0.01%
9,017
+30
61 62
63
64 65