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
1751
$300K ﹤0.01%
7,304
-659
1752
$297K ﹤0.01%
14,703
+3,721
1753
$295K ﹤0.01%
9,615
-1,823
1754
$295K ﹤0.01%
103,758
+39,293
1755
$294K ﹤0.01%
35,538
-5,644
1756
$294K ﹤0.01%
11,288
+59
1757
$294K ﹤0.01%
+8,658
1758
$294K ﹤0.01%
1,951
+236
1759
$292K ﹤0.01%
9,754
1760
$291K ﹤0.01%
9,752
+1,678
1761
$291K ﹤0.01%
+7,201
1762
$290K ﹤0.01%
31,412
-1,065
1763
$289K ﹤0.01%
4,860
+822
1764
$288K ﹤0.01%
40,893
+223
1765
$287K ﹤0.01%
18,973
-457
1766
$287K ﹤0.01%
5,731
+405
1767
$287K ﹤0.01%
+9,180
1768
$286K ﹤0.01%
7,183
+70
1769
$286K ﹤0.01%
27,417
+7,360
1770
$286K ﹤0.01%
3,430
-9,682
1771
$286K ﹤0.01%
10,598
+145
1772
$284K ﹤0.01%
3,566
+66
1773
$282K ﹤0.01%
7,303
+128
1774
$281K ﹤0.01%
+10,900
1775
$281K ﹤0.01%
+3,262
69 70
71
72 73