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
2576
$235K ﹤0.01%
26,267
+125
2577
$235K ﹤0.01%
7,342
-712
2578
$235K ﹤0.01%
5,235
+14
2579
$234K ﹤0.01%
17,954
+2,342
2580
$234K ﹤0.01%
12,681
+965
2581
$234K ﹤0.01%
5,132
-1,002
2582
$234K ﹤0.01%
62,140
+43,879
2583
$234K ﹤0.01%
+8,918
2584
$233K ﹤0.01%
+2,111
2585
$233K ﹤0.01%
27,109
-2,813
2586
$233K ﹤0.01%
30,099
-2,320
2587
$231K ﹤0.01%
2,872
-390
2588
$231K ﹤0.01%
11,626
-1,242
2589
$231K ﹤0.01%
8,424
+89
2590
$230K ﹤0.01%
3,520
+267
2591
$230K ﹤0.01%
2,106
+78
2592
$230K ﹤0.01%
+1,647
2593
$230K ﹤0.01%
28,294
+128
2594
$230K ﹤0.01%
9,443
-21,828
2595
$227K ﹤0.01%
+8,676
2596
$227K ﹤0.01%
1,206
-136
2597
$227K ﹤0.01%
24,983
-49,697
2598
$226K ﹤0.01%
9,823
-13,044
2599
$226K ﹤0.01%
1,570
-86
2600
$225K ﹤0.01%
12,443
-700
102 103
104
105 106