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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
2276
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-8,829
2277
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-2,975
2278
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-3,717
2279
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-31,390
2280
– –
-3,850
2281
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-703,659
2282
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-38,629
2283
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-407,739
2284
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-33,140
2285
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-12,812
2286
– –
-35,929
2287
– –
-21,574
2288
– –
-85,270
2289
– –
-109,394
2290
– –
-81,691
2291
– –
-12,362
2292
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-13,863
2293
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-11,037
2294
– –
-389,040
2295
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-19,045
2296
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-18,600
2297
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-15,526
2298
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-13,350
2299
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-40,007
2300
– –
-3,000
90 91
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