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
2501
$254K ﹤0.01%
18,534
-1,226
2502
$254K ﹤0.01%
4,768
+3
2503
$253K ﹤0.01%
6,150
+660
2504
$253K ﹤0.01%
5,577
2505
$253K ﹤0.01%
1,429
+311
2506
$253K ﹤0.01%
5,739
-972
2507
$253K ﹤0.01%
9,129
-1,085
2508
$252K ﹤0.01%
+9,467
2509
$252K ﹤0.01%
20,798
-88
2510
$252K ﹤0.01%
+9,084
2511
$252K ﹤0.01%
3,592
-134
2512
$251K ﹤0.01%
39,159
+4,578
2513
$251K ﹤0.01%
+3,862
2514
$250K ﹤0.01%
17,035
-1,240
2515
$249K ﹤0.01%
+1,879
2516
$249K ﹤0.01%
7,966
-984
2517
$249K ﹤0.01%
+8,357
2518
$249K ﹤0.01%
9,813
-1,396
2519
$249K ﹤0.01%
18,695
-1,312
2520
$248K ﹤0.01%
2,682
+101
2521
$248K ﹤0.01%
+9,591
2522
$248K ﹤0.01%
21,749
-3,136
2523
$247K ﹤0.01%
37,108
-2,345
2524
$247K ﹤0.01%
41,453
-26,900
2525
$247K ﹤0.01%
9,017
+460
99 100
101
102 103