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
1626
$365K ﹤0.01%
3,131
+42
1627
$365K ﹤0.01%
10,592
-1,550
1628
$363K ﹤0.01%
+3,717
1629
$362K ﹤0.01%
6,043
-819
1630
$361K ﹤0.01%
+4,158
1631
$361K ﹤0.01%
7,667
+442
1632
$361K ﹤0.01%
29,031
-2,171
1633
$361K ﹤0.01%
2,558
-904
1634
$360K ﹤0.01%
+22,785
1635
$359K ﹤0.01%
6,693
+1,904
1636
$359K ﹤0.01%
5,816
-104
1637
$358K ﹤0.01%
10,690
-1,879
1638
$358K ﹤0.01%
53,489
+680
1639
$357K ﹤0.01%
14,428
+701
1640
$356K ﹤0.01%
8,618
-80,016
1641
$356K ﹤0.01%
2,846
+290
1642
$356K ﹤0.01%
14,682
+310
1643
$356K ﹤0.01%
13,576
+2,055
1644
$356K ﹤0.01%
13,044
-1,269
1645
$354K ﹤0.01%
2,474
-2,097
1646
$354K ﹤0.01%
17,867
+306
1647
$353K ﹤0.01%
12,057
-461
1648
$353K ﹤0.01%
23,794
+200
1649
$353K ﹤0.01%
9,416
+931
1650
$352K ﹤0.01%
11,965
-12,065
64 65
66
67 68