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
1601
$384K ﹤0.01%
4,617
+341
1602
$384K ﹤0.01%
15,356
+3,679
1603
$381K ﹤0.01%
9,713
-3,718
1604
$381K ﹤0.01%
10,000
-990
1605
$380K ﹤0.01%
4,152
+779
1606
$380K ﹤0.01%
32,957
-1,773
1607
$380K ﹤0.01%
6,919
+1,188
1608
$380K ﹤0.01%
30,901
+270
1609
$379K ﹤0.01%
15,812
+1,412
1610
$379K ﹤0.01%
1,763
+121
1611
$376K ﹤0.01%
18,841
-5,000
1612
$376K ﹤0.01%
37,701
+462
1613
$376K ﹤0.01%
7,345
-625
1614
$375K ﹤0.01%
5,379
+383
1615
$374K ﹤0.01%
19,725
+1,769
1616
$374K ﹤0.01%
+3,455
1617
$373K ﹤0.01%
4,913
+25
1618
$373K ﹤0.01%
+2,035
1619
$371K ﹤0.01%
5,558
-8,009
1620
$371K ﹤0.01%
10,697
+63
1621
$371K ﹤0.01%
952
+134
1622
$367K ﹤0.01%
9,908
+700
1623
$367K ﹤0.01%
7,854
-709
1624
$367K ﹤0.01%
7,416
+1,400
1625
$365K ﹤0.01%
11,503
+2
63 64
65
66 67