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
151
$16M 0.15%
54,189
+295
152
$15.7M 0.14%
256,370
-168,577
153
$15.6M 0.14%
281,546
+11,402
154
$15.4M 0.14%
230,400
+1,190
155
$15.4M 0.14%
1,501,881
+104,386
156
$15.2M 0.14%
114,582
+42,742
157
$15.2M 0.14%
244,277
+135,899
158
$15.1M 0.14%
346,891
+29,007
159
$15.1M 0.14%
81,740
+4,815
160
$14.9M 0.14%
103,769
+1,548
161
$14.9M 0.14%
540,337
-100,952
162
$14.9M 0.14%
177,287
+8,359
163
$14.8M 0.14%
830,832
+26,600
164
$14.7M 0.14%
270,191
+137,084
165
$14.4M 0.13%
163,603
-285
166
$14.2M 0.13%
53,576
+1,225
167
$14M 0.13%
92,383
+16,780
168
$13.9M 0.13%
358,818
+76,582
169
$13.7M 0.13%
121,147
+28,147
170
$13.6M 0.12%
265,180
+15,928
171
$13.6M 0.12%
237,990
+52,066
172
$13.4M 0.12%
246,655
+55,013
173
$13.2M 0.12%
252,635
-6,724
174
$13M 0.12%
411,890
+134,440
175
$12.9M 0.12%
157,560
-3,260
5 6
7
8 9