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
2776
$153K ﹤0.01%
16,366
-585
2777
$152K ﹤0.01%
53,120
-61,341
2778
$152K ﹤0.01%
15,649
+111
2779
$151K ﹤0.01%
14,196
+1,828
2780
$151K ﹤0.01%
30,912
2781
$150K ﹤0.01%
13,668
-767
2782
$149K ﹤0.01%
41,279
+7,926
2783
$148K ﹤0.01%
12,046
+1,261
2784
$148K ﹤0.01%
21,705
+320
2785
$147K ﹤0.01%
59,576
+4,835
2786
$147K ﹤0.01%
119,558
+27,650
2787
$146K ﹤0.01%
15,178
-400
2788
$146K ﹤0.01%
16,477
2789
$146K ﹤0.01%
20,504
+3,277
2790
$144K ﹤0.01%
12,495
+23
2791
$144K ﹤0.01%
17,573
+67
2792
$144K ﹤0.01%
44,531
-4,259
2793
$143K ﹤0.01%
25,216
+73
2794
$142K ﹤0.01%
11,737
-598
2795
$142K ﹤0.01%
12,677
-335
2796
$140K ﹤0.01%
+10,816
2797
$140K ﹤0.01%
22,480
+2,109
2798
$138K ﹤0.01%
15,791
2799
$137K ﹤0.01%
10,962
+216
2800
$137K ﹤0.01%
13,125
-1,035
110 111
112
113 114