Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $37.8B
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.47%
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
– –
-68,411
2202
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-4,909
2203
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-78,768
2204
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-10,450
2205
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-97,620
2206
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-8,222
2207
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-36,504
2208
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-28,808
2209
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-10,352
2210
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-35,421
2211
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-931
2212
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-10,946
2213
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-1,039
2214
– –
-6,998
2215
– –
-9,535
2216
– –
-14,241
2217
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-14,596
2218
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-27,552
2219
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-22,525
2220
– –
-2,333
2221
– –
-12,812
2222
– –
-35,929
2223
– –
-7,327
2224
– –
-11,113
2225
– –
-26,053
87 88
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