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
2126
$66K ﹤0.01%
14,447
-1,465
2127
$65K ﹤0.01%
499
+156
2128
$65K ﹤0.01%
26,521
-1,523
2129
$64K ﹤0.01%
10,000
2130
$63K ﹤0.01%
3,501
+254
2131
$63K ﹤0.01%
1,502
+858
2132
$62K ﹤0.01%
2,009
2133
$57K ﹤0.01%
403
-37
2134
$57K ﹤0.01%
66,125
-22,975
2135
$56K ﹤0.01%
2,727
+240
2136
$56K ﹤0.01%
59,015
+245
2137
$54K ﹤0.01%
13,100
2138
$53K ﹤0.01%
5,538
+2
2139
$53K ﹤0.01%
45,877
-5,770
2140
$52K ﹤0.01%
20,000
2141
$49K ﹤0.01%
+10,576
2142
$49K ﹤0.01%
2,752
-3,696
2143
$46K ﹤0.01%
12,658
+502
2144
$44K ﹤0.01%
21,726
+1,023
2145
$44K ﹤0.01%
11,102
2146
$43K ﹤0.01%
25,869
2147
$41K ﹤0.01%
+10,166
2148
$41K ﹤0.01%
12,700
+2,300
2149
$41K ﹤0.01%
10,729
-685
2150
$40K ﹤0.01%
+684
84 85
86
87 88