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
2601
$225K ﹤0.01%
7,569
-583
2602
$224K ﹤0.01%
+10,066
2603
$224K ﹤0.01%
4,960
-743
2604
$224K ﹤0.01%
1,352
-40
2605
$224K ﹤0.01%
8,980
-474
2606
$224K ﹤0.01%
25,237
+284
2607
$224K ﹤0.01%
10,507
-1,000
2608
$224K ﹤0.01%
5,449
+232
2609
$224K ﹤0.01%
9,702
-422
2610
$223K ﹤0.01%
4,453
+61
2611
$223K ﹤0.01%
+1,210
2612
$223K ﹤0.01%
9,045
+17
2613
$222K ﹤0.01%
6,965
-246
2614
$222K ﹤0.01%
17,708
+3,476
2615
$222K ﹤0.01%
16,212
-562
2616
$221K ﹤0.01%
10,363
-475
2617
$221K ﹤0.01%
22,801
-5,493
2618
$221K ﹤0.01%
8,852
-893
2619
$221K ﹤0.01%
63,256
-2,175
2620
$220K ﹤0.01%
7,613
2621
$220K ﹤0.01%
+7,281
2622
$220K ﹤0.01%
8,760
-956
2623
$220K ﹤0.01%
+11,426
2624
$220K ﹤0.01%
92,015
+29,155
2625
$219K ﹤0.01%
3,254
-767
103 104
105
106 107