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
2526
$247K ﹤0.01%
5,167
+510
2527
$247K ﹤0.01%
5,924
+1,211
2528
$247K ﹤0.01%
4,921
-14,710
2529
$246K ﹤0.01%
5,907
+55
2530
$246K ﹤0.01%
13,108
+205
2531
$246K ﹤0.01%
150,661
+1,922
2532
$246K ﹤0.01%
18,837
2533
$246K ﹤0.01%
+3,615
2534
$245K ﹤0.01%
15,538
+200
2535
$245K ﹤0.01%
4,888
-195
2536
$245K ﹤0.01%
2,315
+253
2537
$245K ﹤0.01%
3,090
+111
2538
$245K ﹤0.01%
5,524
+664
2539
$245K ﹤0.01%
6,950
-61
2540
$245K ﹤0.01%
4,917
2541
$244K ﹤0.01%
2,721
-52
2542
$244K ﹤0.01%
4,606
-130
2543
$244K ﹤0.01%
19,704
+5,058
2544
$244K ﹤0.01%
5,372
+758
2545
$244K ﹤0.01%
2,341
-157
2546
$243K ﹤0.01%
8,847
+1,396
2547
$243K ﹤0.01%
22,171
+406
2548
$243K ﹤0.01%
7,939
-772
2549
$243K ﹤0.01%
20,555
+98
2550
$243K ﹤0.01%
+1,970
100 101
102
103 104