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 4.75%
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
2626
$219K ﹤0.01%
6,705
-535
2627
$218K ﹤0.01%
+6,455
2628
$218K ﹤0.01%
4,562
-1,061
2629
$218K ﹤0.01%
10,842
2630
$218K ﹤0.01%
5,034
+1,026
2631
$217K ﹤0.01%
+3,284
2632
$217K ﹤0.01%
3,090
2633
$217K ﹤0.01%
13,370
+567
2634
$216K ﹤0.01%
3,160
+1
2635
$216K ﹤0.01%
8,877
+719
2636
$216K ﹤0.01%
5,374
-49
2637
$215K ﹤0.01%
32,850
+1,500
2638
$215K ﹤0.01%
+1,801
2639
$215K ﹤0.01%
5,378
+13
2640
$214K ﹤0.01%
16,708
+175
2641
$214K ﹤0.01%
26,918
-792
2642
$214K ﹤0.01%
5,136
+351
2643
$214K ﹤0.01%
5,034
-135
2644
$214K ﹤0.01%
2,029
+212
2645
$213K ﹤0.01%
+9,730
2646
$213K ﹤0.01%
21,025
+4,476
2647
$212K ﹤0.01%
+3,596
2648
$212K ﹤0.01%
12,730
+1,097
2649
$212K ﹤0.01%
18,817
-108
2650
$212K ﹤0.01%
4,146
+54
104 105
106
107 108