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
2201
– –
-97,620
2202
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-8,222
2203
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-36,504
2204
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-28,808
2205
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-10,352
2206
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-35,421
2207
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-931
2208
– –
-10,946
2209
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-10,386
2210
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-6,998
2211
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-9,535
2212
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-14,241
2213
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-14,596
2214
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-27,552
2215
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-22,525
2216
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-2,333
2217
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-12,812
2218
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-35,929
2219
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-7,327
2220
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-11,113
2221
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-26,053
2222
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-26,063
2223
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-14,275
2224
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-28,442
2225
– –
-8,167
87 88
89
90 91