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
2051
$147K ﹤0.01%
13,047
+743
2052
$146K ﹤0.01%
15,610
-588
2053
$145K ﹤0.01%
+12,675
2054
$145K ﹤0.01%
22,655
-11,207
2055
$143K ﹤0.01%
+12,580
2056
$142K ﹤0.01%
12,054
-501
2057
$141K ﹤0.01%
11,783
-242
2058
$141K ﹤0.01%
29
2059
$140K ﹤0.01%
12,271
+4
2060
$140K ﹤0.01%
+10,787
2061
$140K ﹤0.01%
11,016
+1,000
2062
$138K ﹤0.01%
24,313
-4,815
2063
$138K ﹤0.01%
10,370
+103
2064
$137K ﹤0.01%
11,934
+309
2065
$135K ﹤0.01%
+16,624
2066
$134K ﹤0.01%
18,341
-7,908
2067
$134K ﹤0.01%
22,300
+3,456
2068
$134K ﹤0.01%
52,979
-5,883
2069
$133K ﹤0.01%
12,380
2070
$133K ﹤0.01%
2,505
-95
2071
$133K ﹤0.01%
16,266
-2,000
2072
$131K ﹤0.01%
11,688
-4,315
2073
$130K ﹤0.01%
26,950
+8,150
2074
$129K ﹤0.01%
2,555
-686
2075
$129K ﹤0.01%
30,142
-374
81 82
83
84 85