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
176
$12.9M 0.12%
107,913
-26,231
177
$12.8M 0.12%
110,924
+15,141
178
$12.7M 0.12%
40
+1
179
$12.6M 0.12%
179,325
+7,563
180
$12.6M 0.12%
314,142
+74,928
181
$12.5M 0.11%
360,683
+138,365
182
$12.4M 0.11%
159,230
-1,655
183
$12.3M 0.11%
252,032
-50,190
184
$12.2M 0.11%
219,126
-16,897
185
$12.2M 0.11%
115,951
+4,409
186
$12.1M 0.11%
244,359
+163,323
187
$12M 0.11%
164,748
-812
188
$11.9M 0.11%
282,583
+14,631
189
$11.9M 0.11%
126,177
+27,163
190
$11.9M 0.11%
106,640
-18,110
191
$11.7M 0.11%
225,873
+221,825
192
$11.6M 0.11%
260,499
+21,302
193
$11.5M 0.11%
149,122
+9,879
194
$11.5M 0.11%
212,418
+9,235
195
$11.5M 0.11%
239,197
+20,558
196
$11.4M 0.1%
32,194
+1,334
197
$11.3M 0.1%
313,133
+56,082
198
$11.3M 0.1%
102,282
-911
199
$11.3M 0.1%
111,773
+1,880
200
$11.3M 0.1%
385,975
+191,099
6 7
8
9 10