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
1576
$400K ﹤0.01%
12,659
+975
1577
$400K ﹤0.01%
10,462
-493
1578
$399K ﹤0.01%
7,834
+72
1579
$398K ﹤0.01%
8,790
-184
1580
$398K ﹤0.01%
34,626
-4,753
1581
$397K ﹤0.01%
9,154
-32
1582
$397K ﹤0.01%
27,465
+334
1583
$397K ﹤0.01%
10,672
-1,398
1584
$396K ﹤0.01%
29,500
+9,000
1585
$395K ﹤0.01%
2,321
-420
1586
$395K ﹤0.01%
6,493
-51,055
1587
$394K ﹤0.01%
2,279
+934
1588
$394K ﹤0.01%
10,621
+1
1589
$394K ﹤0.01%
37,312
+2,672
1590
$394K ﹤0.01%
15,515
+5,612
1591
$393K ﹤0.01%
+3,421
1592
$393K ﹤0.01%
18,900
-3,272
1593
$389K ﹤0.01%
23,792
-7,047
1594
$387K ﹤0.01%
11,937
-514
1595
$387K ﹤0.01%
33,867
+2,017
1596
$386K ﹤0.01%
9,243
+20
1597
$386K ﹤0.01%
7,912
+433
1598
$386K ﹤0.01%
+84,500
1599
$385K ﹤0.01%
6,859
-528
1600
$385K ﹤0.01%
30,120
+3,872
62 63
64
65 66