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
2726
$182K ﹤0.01%
21,860
-6,611
2727
$182K ﹤0.01%
38,889
+7
2728
$182K ﹤0.01%
50,010
+5
2729
$181K ﹤0.01%
36,218
-1,082
2730
$180K ﹤0.01%
17,335
-933
2731
$179K ﹤0.01%
11,093
2732
$178K ﹤0.01%
23,099
+200
2733
$178K ﹤0.01%
19,981
-645
2734
$177K ﹤0.01%
201,245
+188,226
2735
$176K ﹤0.01%
19,372
-240
2736
$174K ﹤0.01%
61,677
-4,656
2737
$174K ﹤0.01%
6,718
-2,536
2738
$173K ﹤0.01%
18,849
+888
2739
$173K ﹤0.01%
12,021
-206
2740
$173K ﹤0.01%
40,742
-777
2741
$172K ﹤0.01%
58,693
-83,568
2742
$171K ﹤0.01%
60,322
-202
2743
$170K ﹤0.01%
36,109
-1,541
2744
$170K ﹤0.01%
10,363
-2,048
2745
$169K ﹤0.01%
15,227
+2,881
2746
$169K ﹤0.01%
68,512
+3,382
2747
$168K ﹤0.01%
11,891
-438
2748
$168K ﹤0.01%
52,834
+31,028
2749
$168K ﹤0.01%
17,111
-392
2750
$167K ﹤0.01%
55,509
+600
108 109
110
111 112