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
1801
$271K ﹤0.01%
+10,123
1802
$271K ﹤0.01%
9,244
-940
1803
$271K ﹤0.01%
6,027
+338
1804
$271K ﹤0.01%
+10,182
1805
$271K ﹤0.01%
23,516
+1,086
1806
$270K ﹤0.01%
25,731
+2,750
1807
$270K ﹤0.01%
6,723
1808
$270K ﹤0.01%
11,905
-382
1809
$269K ﹤0.01%
15,222
+1,516
1810
$269K ﹤0.01%
6,958
+1,407
1811
$269K ﹤0.01%
12,044
+1,361
1812
$268K ﹤0.01%
4,111
-404
1813
$268K ﹤0.01%
3,941
-149
1814
$268K ﹤0.01%
21,900
+4,975
1815
$267K ﹤0.01%
34,988
+592
1816
$266K ﹤0.01%
2,566
+438
1817
$266K ﹤0.01%
13,600
+1,881
1818
$265K ﹤0.01%
4,123
-826
1819
$265K ﹤0.01%
3,335
-3,396
1820
$265K ﹤0.01%
24,575
1821
$264K ﹤0.01%
1,916
-68
1822
$264K ﹤0.01%
+14,420
1823
$264K ﹤0.01%
+14,665
1824
$263K ﹤0.01%
11,653
-483
1825
$263K ﹤0.01%
16,074
+108
71 72
73
74 75