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
2001
$200K ﹤0.01%
14,908
+652
2002
$198K ﹤0.01%
28,406
-3,795
2003
$197K ﹤0.01%
44,939
-3,009
2004
$193K ﹤0.01%
12,763
+1
2005
$192K ﹤0.01%
11,182
-500
2006
$191K ﹤0.01%
15,724
+3,657
2007
$190K ﹤0.01%
18,268
-447
2008
$188K ﹤0.01%
19,964
2009
$185K ﹤0.01%
15,699
+532
2010
$185K ﹤0.01%
31,662
+1,257
2011
$185K ﹤0.01%
12,769
+474
2012
$184K ﹤0.01%
13,596
-5,323
2013
$183K ﹤0.01%
+10,505
2014
$183K ﹤0.01%
3,909
-817
2015
$183K ﹤0.01%
35,076
-1,100
2016
$182K ﹤0.01%
13,041
+2,527
2017
$182K ﹤0.01%
27,639
-3,417
2018
$181K ﹤0.01%
+13,388
2019
$180K ﹤0.01%
14,497
+2
2020
$180K ﹤0.01%
36,833
-9,432
2021
$179K ﹤0.01%
14,964
-1,958
2022
$179K ﹤0.01%
17,553
+168
2023
$179K ﹤0.01%
115,760
2024
$179K ﹤0.01%
95,705
+10,367
2025
$177K ﹤0.01%
+3,984
79 80
81
82 83