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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
2301
– –
-19,215
2302
– –
-3,972
2303
– –
-11,048
2304
– –
-10,272
2305
– –
-13,658
2306
– –
-24,884
2307
– –
-60,731
2308
– –
-127
2309
– –
-19,395
2310
– –
-9,000
2311
– –
-8,891
2312
– –
-41,995
2313
– –
-12,694
2314
– –
-8,076
2315
– –
-94,274
2316
– –
-5,242
2317
– –
-33,013
2318
– –
-4,113
2319
– –
-5,395
2320
– –
-85,113
2321
– –
-12,353
2322
– –
-9,630
2323
– –
-58,299
2324
– –
-18,061
2325
– –
-7,596
91 92
93
94 95