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
2676
$207K ﹤0.01%
11,889
2677
$206K ﹤0.01%
16,706
+2,004
2678
$206K ﹤0.01%
11,903
+1,423
2679
$206K ﹤0.01%
5,080
2680
$206K ﹤0.01%
3,860
-3,503
2681
$205K ﹤0.01%
5,188
+682
2682
$205K ﹤0.01%
2,915
2683
$205K ﹤0.01%
+6,492
2684
$204K ﹤0.01%
+4,488
2685
$204K ﹤0.01%
16,004
+659
2686
$204K ﹤0.01%
+1,796
2687
$204K ﹤0.01%
+5,446
2688
$204K ﹤0.01%
+2,714
2689
$204K ﹤0.01%
+6,225
2690
$203K ﹤0.01%
29,264
+704
2691
$203K ﹤0.01%
2,220
2692
$202K ﹤0.01%
10,541
-4,831
2693
$202K ﹤0.01%
+6,982
2694
$202K ﹤0.01%
4,364
-314
2695
$202K ﹤0.01%
5,900
-151
2696
$201K ﹤0.01%
40,559
+170
2697
$201K ﹤0.01%
28,894
-1,020
2698
$200K ﹤0.01%
+5,115
2699
$200K ﹤0.01%
50,646
-5,550
2700
$200K ﹤0.01%
4,129
-105
106 107
108
109 110