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
2076
$127K ﹤0.01%
+11,054
2077
$124K ﹤0.01%
10,251
-803
2078
$123K ﹤0.01%
12,018
+61
2079
$122K ﹤0.01%
364
+89
2080
$122K ﹤0.01%
10,933
+156
2081
$122K ﹤0.01%
11,471
+22
2082
$119K ﹤0.01%
12,225
-1,450
2083
$115K ﹤0.01%
10,705
-90
2084
$115K ﹤0.01%
6,594
+2,216
2085
$112K ﹤0.01%
14,109
+1,224
2086
$111K ﹤0.01%
14,889
+3,831
2087
$110K ﹤0.01%
39,111
2088
$109K ﹤0.01%
72
2089
$109K ﹤0.01%
11,027
-4,838
2090
$105K ﹤0.01%
12,048
+140
2091
$105K ﹤0.01%
14,345
+1,000
2092
$104K ﹤0.01%
7
+1
2093
$103K ﹤0.01%
20,101
-2,186
2094
$103K ﹤0.01%
10,849
+21
2095
$100K ﹤0.01%
11,139
+57
2096
$100K ﹤0.01%
+16,265
2097
$98K ﹤0.01%
+13,111
2098
$98K ﹤0.01%
18,669
+4,446
2099
$98K ﹤0.01%
+10,110
2100
$94K ﹤0.01%
3,683
+29
82 83
84
85 86