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
2151
$40K ﹤0.01%
14,849
+300
2152
$38K ﹤0.01%
1,066
2153
$38K ﹤0.01%
1,406
+120
2154
$36K ﹤0.01%
251
-9
2155
– –
0
2156
$35K ﹤0.01%
15,436
-5,335
2157
$35K ﹤0.01%
1,052
2158
$34K ﹤0.01%
16,677
2159
$34K ﹤0.01%
+15,075
2160
$34K ﹤0.01%
+275
2161
$33K ﹤0.01%
+11,235
2162
$32K ﹤0.01%
4,475
+2,215
2163
$31K ﹤0.01%
+1,045
2164
$31K ﹤0.01%
2,947
+216
2165
$29K ﹤0.01%
+582,855
2166
$28K ﹤0.01%
16,106
-5,441
2167
$27K ﹤0.01%
19,045
2168
$27K ﹤0.01%
16,640
+100
2169
$25K ﹤0.01%
4,308
2170
$24K ﹤0.01%
+10,800
2171
$24K ﹤0.01%
+10,381
2172
$20K ﹤0.01%
4,609
2173
$19K ﹤0.01%
10,804
-1,100
2174
$19K ﹤0.01%
10,016
2175
$17K ﹤0.01%
31,350
85 86
87
88 89