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
1976
$209K ﹤0.01%
+21,436
1977
$208K ﹤0.01%
+3,565
1978
$208K ﹤0.01%
13,103
-5,166
1979
$208K ﹤0.01%
87,678
1980
$207K ﹤0.01%
+2,124
1981
$206K ﹤0.01%
+5,818
1982
$206K ﹤0.01%
5,896
-21,347
1983
$205K ﹤0.01%
7,301
-632
1984
$205K ﹤0.01%
10,484
-904
1985
$205K ﹤0.01%
15,096
-730
1986
$205K ﹤0.01%
+6,405
1987
$204K ﹤0.01%
+3,213
1988
$204K ﹤0.01%
+3,963
1989
$204K ﹤0.01%
15,650
-90
1990
$204K ﹤0.01%
22,816
-9,348
1991
$203K ﹤0.01%
5,843
-98,239
1992
$203K ﹤0.01%
+3,184
1993
$203K ﹤0.01%
4,333
-788
1994
$202K ﹤0.01%
14,020
+558
1995
$202K ﹤0.01%
+8,161
1996
$201K ﹤0.01%
+3,908
1997
$201K ﹤0.01%
+872
1998
$201K ﹤0.01%
10,534
+3,115
1999
$200K ﹤0.01%
+8,973
2000
$200K ﹤0.01%
12,316
+1,215
78 79
80
81 82