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
1726
$311K ﹤0.01%
8,823
-63,547
1727
$311K ﹤0.01%
11,293
-631
1728
$310K ﹤0.01%
16,213
-16,418
1729
$310K ﹤0.01%
36,347
1730
$310K ﹤0.01%
8,600
-1,128
1731
$309K ﹤0.01%
14,106
+549
1732
$309K ﹤0.01%
20,868
-2,092
1733
$308K ﹤0.01%
28,819
+4,046
1734
$307K ﹤0.01%
19,593
+1,543
1735
$307K ﹤0.01%
26,006
-7,151
1736
$306K ﹤0.01%
8,718
-633
1737
$306K ﹤0.01%
8,090
-4,825
1738
$305K ﹤0.01%
5,330
+254
1739
$305K ﹤0.01%
31,543
-1,125
1740
$304K ﹤0.01%
26,307
-45
1741
$302K ﹤0.01%
1,796
+235
1742
$302K ﹤0.01%
1,870
+306
1743
$302K ﹤0.01%
+10,232
1744
$302K ﹤0.01%
10,587
+69
1745
$302K ﹤0.01%
20,122
-5,013
1746
$302K ﹤0.01%
+10,598
1747
$301K ﹤0.01%
9,444
+708
1748
$300K ﹤0.01%
6,075
-292
1749
$300K ﹤0.01%
6,806
-3,839
1750
$300K ﹤0.01%
3,638
-86
68 69
70
71 72