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
2176
$17K ﹤0.01%
13,320
-550
2177
$16K ﹤0.01%
1,207
2178
$16K ﹤0.01%
+13,000
2179
$15K ﹤0.01%
750
2180
$14K ﹤0.01%
466
2181
$13K ﹤0.01%
+1,470
2182
$13K ﹤0.01%
+11,587
2183
$10K ﹤0.01%
850
2184
$9K ﹤0.01%
14,526
-12,534
2185
$5K ﹤0.01%
28
+1
2186
$5K ﹤0.01%
26,926
+5,414
2187
$4K ﹤0.01%
1,065
2188
$3K ﹤0.01%
11,000
2189
$3K ﹤0.01%
+14,168
2190
$2K ﹤0.01%
40,957
+29,131
2191
$1K ﹤0.01%
+10,450
2192
– –
-3,593
2193
– –
-326,540
2194
– –
-81,825
2195
– –
-69,945
2196
– –
-99,489
2197
– –
-68,411
2198
– –
-4,909
2199
– –
-78,768
2200
– –
-10,450
86 87
88
89 90