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
1876
$245K ﹤0.01%
7,093
-461
1877
$245K ﹤0.01%
12,031
-2,143
1878
$245K ﹤0.01%
15,535
1879
$245K ﹤0.01%
5,061
-2,307
1880
$244K ﹤0.01%
3,735
+29
1881
$244K ﹤0.01%
+6,861
1882
$243K ﹤0.01%
4,920
-843
1883
$243K ﹤0.01%
+2,143
1884
$241K ﹤0.01%
172
-29
1885
$240K ﹤0.01%
12,694
-210
1886
$240K ﹤0.01%
9,568
-89
1887
$240K ﹤0.01%
16,423
-4,870
1888
$240K ﹤0.01%
11,078
-1,703
1889
$240K ﹤0.01%
2,202
-318
1890
$240K ﹤0.01%
17,337
+184
1891
$239K ﹤0.01%
4,980
-7,190
1892
$239K ﹤0.01%
+4,162
1893
$239K ﹤0.01%
131,868
-13,396
1894
$239K ﹤0.01%
+632
1895
$238K ﹤0.01%
5,944
-222
1896
$237K ﹤0.01%
5,882
-716
1897
$237K ﹤0.01%
19,998
+1,944
1898
$236K ﹤0.01%
+6,086
1899
$235K ﹤0.01%
23,626
-4,205
1900
$235K ﹤0.01%
2,884
-2,789
74 75
76
77 78