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
2801
$137K ﹤0.01%
28,395
2802
$136K ﹤0.01%
1,332
-20
2803
$132K ﹤0.01%
17,648
-4,675
2804
$131K ﹤0.01%
15,144
-15,262
2805
$130K ﹤0.01%
11,846
-9,460
2806
$130K ﹤0.01%
21,383
-174
2807
$129K ﹤0.01%
10,037
2808
$129K ﹤0.01%
17,352
+1,339
2809
$128K ﹤0.01%
34,762
+4,077
2810
$126K ﹤0.01%
12,125
+1,029
2811
$126K ﹤0.01%
36,000
+1,100
2812
$126K ﹤0.01%
25,296
+7,658
2813
$125K ﹤0.01%
15,650
+2,904
2814
$125K ﹤0.01%
17,159
-17,173
2815
$123K ﹤0.01%
21,500
2816
$123K ﹤0.01%
12,314
-169,079
2817
$123K ﹤0.01%
14,484
+1,184
2818
$120K ﹤0.01%
14,833
-21,223
2819
$118K ﹤0.01%
37,487
2820
$117K ﹤0.01%
10,478
-757
2821
$117K ﹤0.01%
15,897
+600
2822
$116K ﹤0.01%
11,734
2823
$115K ﹤0.01%
15,839
-3,000
2824
$114K ﹤0.01%
18,784
2825
$114K ﹤0.01%
10,063
+28
111 112
113
114 115