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
2101
$94K ﹤0.01%
15,476
-986
2102
$93K ﹤0.01%
10,186
-13,364
2103
$90K ﹤0.01%
+10,000
2104
$89K ﹤0.01%
15,077
2105
$89K ﹤0.01%
+624
2106
$88K ﹤0.01%
12,557
+1,328
2107
$87K ﹤0.01%
12,085
+14
2108
$87K ﹤0.01%
20,054
+2,069
2109
$85K ﹤0.01%
15,491
-21
2110
$85K ﹤0.01%
32
-2
2111
$84K ﹤0.01%
+13,474
2112
$84K ﹤0.01%
11,099
-848
2113
$80K ﹤0.01%
+11,200
2114
$79K ﹤0.01%
+11,473
2115
$79K ﹤0.01%
+11,400
2116
$78K ﹤0.01%
17,673
-683,695
2117
$77K ﹤0.01%
+12,171
2118
$77K ﹤0.01%
+10,877
2119
$77K ﹤0.01%
14,355
-509
2120
$76K ﹤0.01%
13,161
+1,809
2121
$75K ﹤0.01%
16,090
-4,665
2122
$73K ﹤0.01%
14,174
+2,648
2123
$72K ﹤0.01%
11,744
-1,501
2124
$70K ﹤0.01%
16,458
-1,194
2125
$66K ﹤0.01%
4,033
-667
83 84
85
86 87