Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $32.9B
1-Year Est. Return 17.64%
This Quarter Est. Return
1 Year Est. Return
+17.64%
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
1
$436M 4%
1,618,216
-143,556
2
$299M 2.75%
5,677,707
-230,221
3
$233M 2.14%
4,705,896
-60,312
4
$193M 1.77%
654,570
-7,964
5
$149M 1.37%
995,817
-153,005
6
$147M 1.35%
2,567,071
-81,622
7
$140M 1.28%
1,475,840
-35,520
8
$131M 1.2%
1,574,433
-129,409
9
$124M 1.14%
1,539,048
-65,211
10
$121M 1.11%
411,805
+18,005
11
$113M 1.03%
602,914
+14,097
12
$103M 0.95%
1,666,910
+165,232
13
$98M 0.9%
731,407
+5,455
14
$91.7M 0.84%
430,074
+12,635
15
$89M 0.82%
3,357,705
-36,221
16
$87.3M 0.8%
757,711
+20,275
17
$81.8M 0.75%
690,040
-15,234
18
$76.7M 0.7%
1,839,630
-99,591
19
$73.7M 0.68%
1,013,950
+186,535
20
$66.5M 0.61%
1,562,485
-158,457
21
$66.4M 0.61%
1,968,043
+621,602
22
$66.3M 0.61%
2,621,121
+118,615
23
$64M 0.59%
368,783
+5,043
24
$59M 0.54%
1,518,010
-22,195
25
$58.7M 0.54%
1,066,304
+259,056
1
2 3 4 5