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
– –
-11,825
2202
– –
-2,575
2203
– –
-39,903
2204
– –
-5,747
2205
– –
-59,088
2206
– –
-100,675
2207
– –
-3,645
2208
– –
-3,593
2209
– –
-326,540
2210
– –
-17,549
2211
– –
-81,825
2212
– –
-99,489
2213
– –
-68,411
2214
– –
-4,909
2215
– –
-78,768
2216
– –
-10,450
2217
– –
-97,620
2218
– –
-8,222
2219
– –
-36,504
2220
– –
-28,808
2221
– –
-10,352
2222
– –
-35,421
2223
– –
-931
2224
– –
-10,946
2225
– –
-1,039
87 88
89
90 91