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
1776
$281K ﹤0.01%
19,018
+150
1777
$280K ﹤0.01%
4,653
+834
1778
$279K ﹤0.01%
8,267
+2,148
1779
$279K ﹤0.01%
6,419
1780
$279K ﹤0.01%
4,960
-530
1781
$279K ﹤0.01%
2,664
+195
1782
$278K ﹤0.01%
1,236
-129
1783
$277K ﹤0.01%
21,361
-51,303
1784
$277K ﹤0.01%
8,228
+847
1785
$277K ﹤0.01%
+7,173
1786
$276K ﹤0.01%
+8,321
1787
$276K ﹤0.01%
60,202
+26,859
1788
$276K ﹤0.01%
+10,677
1789
$276K ﹤0.01%
+8,071
1790
$275K ﹤0.01%
6,595
-1,302
1791
$275K ﹤0.01%
3,178
+127
1792
$274K ﹤0.01%
+13,342
1793
$274K ﹤0.01%
8,084
-31,395
1794
$274K ﹤0.01%
12,595
+1,067
1795
$274K ﹤0.01%
4,591
+421
1796
$273K ﹤0.01%
38,913
-13,250
1797
$273K ﹤0.01%
+11,457
1798
$273K ﹤0.01%
10,511
-1,883
1799
$272K ﹤0.01%
14,719
+2,250
1800
$272K ﹤0.01%
1,297
+314
70 71
72
73 74