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
– –
-36,843
2402
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-11,354
2403
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-2,712
2404
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-14,736
2405
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-44,405
2406
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-11,978
2407
– –
-2,032
2408
– –
-4,585
2409
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-99,692
2410
– –
-26,141
2411
– –
-12,210
2412
– –
-7,496
2413
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-20,826
2414
– –
-878
2415
– –
-15,416
2416
– –
-137
2417
– –
-6,876
2418
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-11,135
2419
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-12,416
2420
– –
-18,696
2421
– –
-24,773
2422
– –
-2,263
2423
– –
-14,257
2424
– –
-7,385
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