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
2301
– –
-5,761
2302
– –
-98,375
2303
– –
-15,375
2304
– –
-40,007
2305
– –
-3,000
2306
– –
-19,215
2307
– –
-3,972
2308
– –
-11,048
2309
– –
-10,272
2310
– –
-13,658
2311
– –
-24,884
2312
– –
-60,731
2313
– –
-127
2314
– –
-19,395
2315
– –
-9,000
2316
– –
-21,574
2317
– –
-85,270
2318
– –
-109,394
2319
– –
-18,600
2320
– –
-15,526
2321
– –
-8,891
2322
– –
-41,995
2323
– –
-81,691
2324
– –
-12,362
2325
– –
-13,863
91 92
93
94 95