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
2251
– –
-9,273
2252
– –
-13,470
2253
– –
-2,867
2254
– –
-11,091
2255
– –
-4,056
2256
– –
-32,349
2257
– –
-53,652
2258
– –
-105,377
2259
– –
-23,967
2260
– –
-9,619
2261
– –
-253,284
2262
– –
-2,744
2263
– –
-29,355
2264
– –
-6,273
2265
– –
-146,496
2266
– –
-67,511
2267
– –
-13,350
2268
– –
-27,049
2269
– –
-27,082
2270
– –
-19,945
2271
– –
-11,159
2272
– –
-45,336
2273
– –
-13,600
2274
– –
-8,829
2275
– –
-11,837
89 90
91
92 93