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
1926
$224K ﹤0.01%
+4,411
1927
$224K ﹤0.01%
14,278
+1,279
1928
$224K ﹤0.01%
5,887
+444
1929
$223K ﹤0.01%
+10,179
1930
$223K ﹤0.01%
6,270
-6,240
1931
$223K ﹤0.01%
9,126
-45,841
1932
$223K ﹤0.01%
3,464
-47
1933
$222K ﹤0.01%
12,457
-16,522
1934
$222K ﹤0.01%
36,679
-735
1935
$222K ﹤0.01%
4,413
-249
1936
$222K ﹤0.01%
+1,535
1937
$222K ﹤0.01%
+10,442
1938
$222K ﹤0.01%
+7,863
1939
$222K ﹤0.01%
+7,275
1940
$221K ﹤0.01%
+4,146
1941
$221K ﹤0.01%
15,975
+3,888
1942
$221K ﹤0.01%
7,047
+30
1943
$220K ﹤0.01%
2,896
+40
1944
$220K ﹤0.01%
10,040
-2,268
1945
$219K ﹤0.01%
+46,203
1946
$219K ﹤0.01%
15,129
-9,279
1947
$219K ﹤0.01%
8,640
1948
$218K ﹤0.01%
+4,776
1949
$218K ﹤0.01%
+7,184
1950
$217K ﹤0.01%
2,158
76 77
78
79 80