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
1851
$254K ﹤0.01%
11,029
+281
1852
$254K ﹤0.01%
17,091
+894
1853
$254K ﹤0.01%
6,867
-817
1854
$254K ﹤0.01%
19,806
-8,640
1855
$254K ﹤0.01%
+1,984
1856
$253K ﹤0.01%
2,662
-1,270
1857
$253K ﹤0.01%
4,930
-728
1858
$252K ﹤0.01%
+1,839
1859
$251K ﹤0.01%
14,966
+824
1860
$251K ﹤0.01%
6,148
-1,625
1861
$251K ﹤0.01%
10,056
-11,252
1862
$251K ﹤0.01%
65,090
+19,355
1863
$250K ﹤0.01%
1,204
+116
1864
$250K ﹤0.01%
12,220
-8,051
1865
$250K ﹤0.01%
4,755
-1,370
1866
$250K ﹤0.01%
17,772
-257
1867
$248K ﹤0.01%
2,867
-452
1868
$248K ﹤0.01%
9,823
-27,486
1869
$247K ﹤0.01%
10,398
-22,920
1870
$247K ﹤0.01%
12,920
-1,782
1871
$246K ﹤0.01%
3,077
+6
1872
$246K ﹤0.01%
+4,689
1873
$246K ﹤0.01%
21,266
+103
1874
$246K ﹤0.01%
7,688
+551
1875
$246K ﹤0.01%
4,873
+119
73 74
75
76 77