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
201
$11.2M 0.1%
66,337
+825
202
$11.1M 0.1%
594,930
-172,797
203
$11.1M 0.1%
103,204
-89,097
204
$10.9M 0.1%
514,427
+164,695
205
$10.9M 0.1%
116,174
+11,910
206
$10.8M 0.1%
238,568
+18,865
207
$10.6M 0.1%
183,059
+53,621
208
$10.6M 0.1%
+441,613
209
$10.6M 0.1%
218,786
-2,298
210
$10.6M 0.1%
92,440
+7,086
211
$10.5M 0.1%
333,354
+281,996
212
$10.5M 0.1%
82,518
-62,402
213
$10.4M 0.1%
92,357
-3,502
214
$10.4M 0.1%
119,574
+14,527
215
$10.4M 0.1%
114,236
+8,920
216
$10.4M 0.1%
127,438
+112,912
217
$10.3M 0.09%
224,318
+20,890
218
$10.3M 0.09%
50,126
+2,623
219
$10.3M 0.09%
185,957
-3,574
220
$10.2M 0.09%
163,941
-6,379
221
$10M 0.09%
174,218
+15,445
222
$9.99M 0.09%
57,456
+265
223
$9.9M 0.09%
837,193
+71,259
224
$9.86M 0.09%
112,073
+4,194
225
$9.84M 0.09%
466,710
+195,454
7 8
9
10 11