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
2651
$212K ﹤0.01%
+4,556
2652
$212K ﹤0.01%
7,410
-1,470
2653
$211K ﹤0.01%
7,175
2654
$211K ﹤0.01%
26,290
+1,737
2655
$211K ﹤0.01%
48,428
-4,158
2656
$211K ﹤0.01%
5,695
-3,214
2657
$211K ﹤0.01%
13,476
-7,165
2658
$211K ﹤0.01%
+2,265
2659
$210K ﹤0.01%
47,309
-2,203
2660
$210K ﹤0.01%
6,113
-185
2661
$210K ﹤0.01%
3,246
-196
2662
$210K ﹤0.01%
6,173
2663
$210K ﹤0.01%
+9,107
2664
$209K ﹤0.01%
+2,167
2665
$209K ﹤0.01%
+7,670
2666
$209K ﹤0.01%
+7,413
2667
$208K ﹤0.01%
+16,258
2668
$208K ﹤0.01%
8,212
-544
2669
$208K ﹤0.01%
10,173
+91
2670
$208K ﹤0.01%
19,056
-7,741
2671
$208K ﹤0.01%
9,755
+1,230
2672
$208K ﹤0.01%
6,125
+132
2673
$207K ﹤0.01%
+4,263
2674
$207K ﹤0.01%
2,750
2675
$207K ﹤0.01%
7,263
-14
105 106
107
108 109