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
2751
$166K ﹤0.01%
20,111
-784
2752
$166K ﹤0.01%
14,059
+1,890
2753
$166K ﹤0.01%
11,499
-344
2754
$165K ﹤0.01%
+14,974
2755
$165K ﹤0.01%
10,923
+97
2756
$165K ﹤0.01%
17,313
-365
2757
$163K ﹤0.01%
20,431
+940
2758
$163K ﹤0.01%
31,709
-180
2759
$161K ﹤0.01%
24,476
-793
2760
$161K ﹤0.01%
11,933
+4
2761
$161K ﹤0.01%
27,412
-11,397
2762
$160K ﹤0.01%
37,734
+1,855
2763
$160K ﹤0.01%
26,121
+2,150
2764
$160K ﹤0.01%
13,996
2765
$159K ﹤0.01%
12,135
+428
2766
$158K ﹤0.01%
10,070
+54
2767
$158K ﹤0.01%
5,082
-24
2768
$157K ﹤0.01%
16,096
-7,304
2769
$157K ﹤0.01%
47,087
+7,238
2770
$157K ﹤0.01%
100,053
+10,095
2771
$156K ﹤0.01%
12,849
+48
2772
$155K ﹤0.01%
10,319
-545
2773
$154K ﹤0.01%
38,779
+840
2774
$154K ﹤0.01%
46,688
+301
2775
$154K ﹤0.01%
19,088
+70
109 110
111
112 113