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
2701
$199K ﹤0.01%
+24,621
2702
$199K ﹤0.01%
19,717
+160
2703
$199K ﹤0.01%
17,672
-383
2704
$196K ﹤0.01%
14,724
-496
2705
$195K ﹤0.01%
15,015
-570
2706
$194K ﹤0.01%
35,335
-757
2707
$193K ﹤0.01%
23,204
-548
2708
$192K ﹤0.01%
2,820
-93
2709
$191K ﹤0.01%
7,382
+182
2710
$190K ﹤0.01%
31,899
-8,252
2711
$190K ﹤0.01%
10,408
-876,906
2712
$189K ﹤0.01%
105,774
+10,281
2713
$189K ﹤0.01%
+13,662
2714
$188K ﹤0.01%
19,352
+1,728
2715
$187K ﹤0.01%
11,328
2716
$187K ﹤0.01%
35,050
-2,182
2717
$187K ﹤0.01%
32,522
+652
2718
$187K ﹤0.01%
24,131
-18,109
2719
$187K ﹤0.01%
10,294
-8,419
2720
$186K ﹤0.01%
15,868
-106
2721
$185K ﹤0.01%
7,155
-42
2722
$184K ﹤0.01%
547
+8
2723
$183K ﹤0.01%
10,633
+318
2724
$183K ﹤0.01%
+10,108
2725
$183K ﹤0.01%
20,952
-3,798
107 108
109
110 111