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
2401
– –
-878
2402
– –
-15,416
2403
– –
-137
2404
– –
-6,876
2405
– –
-11,135
2406
– –
-12,416
2407
– –
-18,696
2408
– –
-24,773
2409
– –
-2,263
2410
– –
-14,257
2411
– –
-7,385
2412
– –
-6,775
2413
– –
-9,763
2414
– –
-319,661
2415
– –
-331,687
2416
– –
-11,682
2417
– –
-3,460
2418
– –
-4,500
2419
– –
-1,652
2420
– –
-161,688
2421
– –
-11,825
2422
– –
-2,575
2423
– –
-39,903
2424
– –
-5,747
93 94 95 96
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