Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $36.4B
1-Year Est. Return 20.08%
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$17.7B
AUM Growth
-$815M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,210
New
Increased
Reduced
Closed

Top Buys

1
+$41.1M
2
+$29.6M
3
+$27.9M
4
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$26.6M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$25.2M

Top Sells

1
+$41M
2
+$41M
3
+$37.2M
4
GLD icon
SPDR Gold Trust
GLD
+$27.5M
5
DBC icon
Invesco DB Commodity Index Tracking Fund
DBC
+$27.1M

Sector Composition

1 Technology 8.86%
2 Financials 4.76%
3 Consumer Discretionary 4.5%
4 Healthcare 4.18%
5 Consumer Staples 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$262K ﹤0.01%
1,667
+119
2477
$262K ﹤0.01%
498
-12
2478
$262K ﹤0.01%
39,452
-9,117
2479
$262K ﹤0.01%
10,667
-580
2480
$261K ﹤0.01%
3,312
-6
2481
$261K ﹤0.01%
1,170
+57
2482
$260K ﹤0.01%
1,654
+11
2483
$260K ﹤0.01%
+5,461
2484
$259K ﹤0.01%
9,097
-193
2485
$259K ﹤0.01%
7,036
-610
2486
$259K ﹤0.01%
1,120
-721
2487
$258K ﹤0.01%
15,246
+2,434
2488
$258K ﹤0.01%
+14,045
2489
$258K ﹤0.01%
12,455
+1
2490
$258K ﹤0.01%
21,775
-4,012
2491
$257K ﹤0.01%
9,946
-1,958
2492
$257K ﹤0.01%
4,591
+123
2493
$257K ﹤0.01%
9,060
+139
2494
$257K ﹤0.01%
23,127
-1,367
2495
$256K ﹤0.01%
3,854
-1,000
2496
$256K ﹤0.01%
3,434
+602
2497
$256K ﹤0.01%
53,463
-100
2498
$255K ﹤0.01%
2,800
-109
2499
$255K ﹤0.01%
28,357
+565
2500
$254K ﹤0.01%
16,144
-3,122
98 99
100
101 102