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
1901
$234K ﹤0.01%
6,617
+5
1902
$234K ﹤0.01%
6,989
+1,010
1903
$233K ﹤0.01%
11,440
-1,874
1904
$233K ﹤0.01%
3,527
+126
1905
$233K ﹤0.01%
6,561
1906
$233K ﹤0.01%
18,700
+840
1907
$233K ﹤0.01%
28,308
+3,957
1908
$233K ﹤0.01%
12,438
-84
1909
$232K ﹤0.01%
4,824
-855
1910
$232K ﹤0.01%
+5,541
1911
$231K ﹤0.01%
4,228
-443
1912
$231K ﹤0.01%
1,963
+3
1913
$231K ﹤0.01%
11,300
-697
1914
$231K ﹤0.01%
1,717
+123
1915
$230K ﹤0.01%
+3,150
1916
$229K ﹤0.01%
1,935
+1
1917
$229K ﹤0.01%
+4,952
1918
$228K ﹤0.01%
8,564
-1,806
1919
$228K ﹤0.01%
8,202
1920
$227K ﹤0.01%
2,373
-1,173
1921
$227K ﹤0.01%
11,363
+286
1922
$226K ﹤0.01%
+2,809
1923
$225K ﹤0.01%
28,400
+9,700
1924
$225K ﹤0.01%
3,346
+13
1925
$225K ﹤0.01%
+8,738
75 76
77
78 79