We are live on ! Find out more
Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $38.8B
1-Year Est. Return 21.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.92%
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
+$27M
2
+$20.6M
3
+$16M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$14.7M
5
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$14.7M

Top Sells

1
+$38M
2
+$22.5M
3
+$17.9M
4
DD icon
DuPont de Nemours
DD
+$17.5M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$16.5M

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
– –
-8,066
2202
– –
-16,376
2203
– –
-10,481
2204
– –
-18,311
2205
– –
-17,592
2206
– –
-18,602
2207
– –
-26,213
2208
– –
-6,936
2209
– –
-9,273
2210
– –
-13,470
2211
– –
-2,867
2212
– –
-524,226
2213
– –
-11,091
2214
– –
-197
2215
– –
-4,056
2216
– –
-32,349
2217
– –
-53,652
2218
– –
-105,377
2219
– –
-23,967
2220
– –
-9,619
2221
– –
-253,284
2222
– –
-2,744
2223
– –
-27,049
2224
– –
-11,837
2225
– –
-11,057
87 88
89
90 91