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
1676
$338K ﹤0.01%
6,586
-6,154
1677
$338K ﹤0.01%
6,286
+1,869
1678
$336K ﹤0.01%
1,616
+7
1679
$334K ﹤0.01%
6,682
-6
1680
$333K ﹤0.01%
7,191
-2,645
1681
$333K ﹤0.01%
14,979
-10,502
1682
$333K ﹤0.01%
13,566
+611
1683
$333K ﹤0.01%
28,209
+257
1684
$333K ﹤0.01%
+13,180
1685
$331K ﹤0.01%
6,275
+394
1686
$330K ﹤0.01%
5,678
-1,643
1687
$330K ﹤0.01%
4,729
-664
1688
$329K ﹤0.01%
1,380
+204
1689
$329K ﹤0.01%
28,461
-148
1690
$328K ﹤0.01%
7,857
+645
1691
$327K ﹤0.01%
12,968
+969
1692
$326K ﹤0.01%
+23,073
1693
$325K ﹤0.01%
+10,074
1694
$325K ﹤0.01%
13,589
+2,943
1695
$325K ﹤0.01%
7,393
-1,704
1696
$325K ﹤0.01%
3,950
+159
1697
$324K ﹤0.01%
10,074
-709
1698
$324K ﹤0.01%
3,313
+180
1699
$324K ﹤0.01%
14,484
+2,200
1700
$324K ﹤0.01%
5,800
+134
66 67
68
69 70