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
1951
$217K ﹤0.01%
9,490
-1,512
1952
$216K ﹤0.01%
+2,008
1953
$216K ﹤0.01%
+5,449
1954
$216K ﹤0.01%
11,163
+11
1955
$216K ﹤0.01%
2,378
-21,704
1956
$216K ﹤0.01%
2,160
-1,250
1957
$215K ﹤0.01%
+12,003
1958
$213K ﹤0.01%
+4,164
1959
$213K ﹤0.01%
15,136
+160
1960
$213K ﹤0.01%
10,245
-8,133
1961
$213K ﹤0.01%
1,450
+49
1962
$212K ﹤0.01%
26,217
-769
1963
$212K ﹤0.01%
11,671
-418
1964
$212K ﹤0.01%
+8,091
1965
$212K ﹤0.01%
10,815
+56
1966
$211K ﹤0.01%
6,264
-775
1967
$211K ﹤0.01%
+5,388
1968
$210K ﹤0.01%
21,798
+760
1969
$210K ﹤0.01%
+1,366
1970
$210K ﹤0.01%
19,486
+200
1971
$210K ﹤0.01%
+4,090
1972
$209K ﹤0.01%
7,752
-182
1973
$209K ﹤0.01%
3,240
1974
$209K ﹤0.01%
+8,153
1975
$209K ﹤0.01%
9,648
-1,000
77 78
79
80 81