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
2401
– –
-36,504
2402
– –
-28,808
2403
– –
-10,352
2404
– –
-35,421
2405
– –
-931
2406
– –
-10,946
2407
– –
-1,039
2408
– –
-6,998
2409
– –
-9,535
2410
– –
-14,021
2411
– –
-14,596
2412
– –
-27,552
2413
– –
-22,525
2414
– –
-2,333
2415
– –
-7,327
2416
– –
-11,113
2417
– –
-26,053
2418
– –
-26,063
2419
– –
-14,275
2420
– –
-28,442
2421
– –
-8,167
2422
– –
-2,703
2423
– –
-2,400
2424
– –
-5,575
93 94 95 96
97