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
1826
$262K ﹤0.01%
10,621
+900
1827
$262K ﹤0.01%
4,475
-91
1828
$261K ﹤0.01%
4,085
-945
1829
$261K ﹤0.01%
7,063
+281
1830
$261K ﹤0.01%
6,160
+646
1831
$261K ﹤0.01%
10,396
+113
1832
$261K ﹤0.01%
3,932
-2,017
1833
$261K ﹤0.01%
+2,396
1834
$260K ﹤0.01%
+5,744
1835
$260K ﹤0.01%
17,354
+3,044
1836
$260K ﹤0.01%
5,410
+1,536
1837
$258K ﹤0.01%
+1,261
1838
$258K ﹤0.01%
4,801
-627
1839
$258K ﹤0.01%
5,235
-10,635
1840
$258K ﹤0.01%
13,632
1841
$257K ﹤0.01%
+10,151
1842
$256K ﹤0.01%
7,522
1843
$256K ﹤0.01%
3,473
+4
1844
$256K ﹤0.01%
+10,045
1845
$255K ﹤0.01%
4,070
-4
1846
$255K ﹤0.01%
15,649
+5,449
1847
$255K ﹤0.01%
+1,798
1848
$255K ﹤0.01%
+2,018
1849
$254K ﹤0.01%
+10,477
1850
$254K ﹤0.01%
11,679
-1,679
72 73
74
75 76