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
2226
– –
-26,063
2227
– –
-14,275
2228
– –
-28,442
2229
– –
-8,167
2230
– –
-2,703
2231
– –
-2,400
2232
– –
-5,575
2233
– –
-5,712
2234
– –
-4,609
2235
– –
-9,667
2236
– –
-33,140
2237
– –
-11,857
2238
– –
-5,561
2239
– –
-45
2240
– –
-13,847
2241
– –
-21,771
2242
– –
-28,995
2243
– –
-8,066
2244
– –
-16,376
2245
– –
-10,481
2246
– –
-18,311
2247
– –
-17,592
2248
– –
-18,602
2249
– –
-26,213
2250
– –
-6,936
88 89
90
91 92