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
2551
$243K ﹤0.01%
10,736
-8,294
2552
$242K ﹤0.01%
9,842
2553
$242K ﹤0.01%
6,890
-10,209
2554
$242K ﹤0.01%
27,374
2555
$241K ﹤0.01%
+4,626
2556
$241K ﹤0.01%
12,691
+1,130
2557
$240K ﹤0.01%
3,132
-1,272
2558
$239K ﹤0.01%
14,792
-2,983
2559
$239K ﹤0.01%
13,266
-207
2560
$239K ﹤0.01%
19,985
+413
2561
$238K ﹤0.01%
+299
2562
$238K ﹤0.01%
10,592
-12,331
2563
$238K ﹤0.01%
28,243
+1,819
2564
$238K ﹤0.01%
+6,767
2565
$238K ﹤0.01%
5,962
+842
2566
$238K ﹤0.01%
8,303
-2,080
2567
$237K ﹤0.01%
2,463
+182
2568
$237K ﹤0.01%
47,644
+2,151
2569
$237K ﹤0.01%
18,818
+1,621
2570
$237K ﹤0.01%
2,904
+212
2571
$236K ﹤0.01%
960
-18
2572
$236K ﹤0.01%
+16,323
2573
$235K ﹤0.01%
3,814
+353
2574
$235K ﹤0.01%
20,179
+822
2575
$235K ﹤0.01%
7,333
+1,211
101 102
103
104 105