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
1701
$324K ﹤0.01%
4,930
-2,366
1702
$323K ﹤0.01%
10,113
+1,007
1703
$323K ﹤0.01%
+2,381
1704
$323K ﹤0.01%
4,476
-3
1705
$323K ﹤0.01%
2,606
+137
1706
$322K ﹤0.01%
3,879
+530
1707
$320K ﹤0.01%
4,193
+152
1708
$320K ﹤0.01%
5,693
-310
1709
$320K ﹤0.01%
15,790
-3,400
1710
$320K ﹤0.01%
24,708
-1,234
1711
$318K ﹤0.01%
7,125
+1
1712
$318K ﹤0.01%
13,858
-1,711
1713
$318K ﹤0.01%
9,535
-375
1714
$317K ﹤0.01%
8,508
+1,149
1715
$316K ﹤0.01%
5,819
+1,172
1716
$316K ﹤0.01%
+7,063
1717
$314K ﹤0.01%
13,098
-6,210
1718
$313K ﹤0.01%
47,398
1719
$313K ﹤0.01%
2,567
-12,025
1720
$313K ﹤0.01%
3,680
1721
$312K ﹤0.01%
16,515
+5,651
1722
$312K ﹤0.01%
22,819
+149
1723
$312K ﹤0.01%
3,776
-1,833
1724
$312K ﹤0.01%
9,678
-429
1725
$311K ﹤0.01%
2,812
-120
67 68
69
70 71