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 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2201
– –
-1,039
2202
– –
-6,998
2203
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-9,535
2204
– –
-14,241
2205
– –
-14,596
2206
– –
-27,552
2207
– –
-22,525
2208
– –
-26,063
2209
– –
-14,275
2210
– –
-28,442
2211
– –
-8,167
2212
– –
-2,703
2213
– –
-12,000
2214
– –
-5,575
2215
– –
-5,712
2216
– –
-4,609
2217
– –
-9,667
2218
– –
-33,140
2219
– –
-11,857
2220
– –
-5,561
2221
– –
-45
2222
– –
-13,847
2223
– –
-21,771
2224
– –
-28,995
2225
– –
-8,066
87 88
89
90 91