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
2251
– –
-23,616
2252
– –
-14,121
2253
– –
-7,949
2254
– –
-90,944
2255
– –
-10,757
2256
– –
-15,713
2257
– –
-11,914
2258
– –
-15,769
2259
– –
-3,070
2260
– –
-14,100
2261
– –
-42,047
2262
– –
-11,645
2263
– –
-8,876
2264
– –
-399,352
2265
– –
-5,105
2266
– –
-5,876
2267
– –
-29,355
2268
– –
-146,496
2269
– –
-27,082
2270
– –
-19,945
2271
– –
-11,159
2272
– –
-6,273
2273
– –
-67,511
2274
– –
-45,336
2275
– –
-13,600
89 90
91
92 93