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
1651
$351K ﹤0.01%
6,931
+276
1652
$351K ﹤0.01%
875
-1,072
1653
$351K ﹤0.01%
5,291
-73
1654
$350K ﹤0.01%
7,300
-459
1655
$350K ﹤0.01%
8,183
-141,419
1656
$350K ﹤0.01%
2,247
+428
1657
$349K ﹤0.01%
8,779
-3,653
1658
$349K ﹤0.01%
3,131
-2,128
1659
$348K ﹤0.01%
6,437
1660
$347K ﹤0.01%
15,129
-13,499
1661
$347K ﹤0.01%
28,008
-1,452
1662
$347K ﹤0.01%
2,639
+1,130
1663
$347K ﹤0.01%
3,224
-1,950
1664
$346K ﹤0.01%
+11,346
1665
$346K ﹤0.01%
3,478
+3
1666
$346K ﹤0.01%
29,811
+8,208
1667
$346K ﹤0.01%
+3,006
1668
$345K ﹤0.01%
5,996
-1,044
1669
$345K ﹤0.01%
4,330
+403
1670
$345K ﹤0.01%
8,415
-979
1671
$342K ﹤0.01%
7,278
-215
1672
$341K ﹤0.01%
14,415
-4,355
1673
$341K ﹤0.01%
13,185
-96,962
1674
$341K ﹤0.01%
1,060
+185
1675
$340K ﹤0.01%
23,212
-28
65 66
67
68 69