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
2351
– –
-58,299
2352
– –
-18,061
2353
– –
-7,596
2354
– –
-18,006
2355
– –
-15,713
2356
– –
-11,914
2357
– –
-15,769
2358
– –
-3,070
2359
– –
-14,100
2360
– –
-42,047
2361
– –
-4,609
2362
– –
-19,557
2363
– –
-2,485
2364
– –
-11,645
2365
– –
-5,001
2366
– –
-8,876
2367
– –
-399,352
2368
– –
-5,105
2369
– –
-5,876
2370
– –
-48,422
2371
– –
-14,144
2372
– –
-20,121
2373
– –
-15,014
2374
– –
-2,351
2375
– –
-7,222
93 94
95
96 97