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
2826
$113K ﹤0.01%
6,668
+376
2827
$113K ﹤0.01%
10,784
-2,714
2828
$113K ﹤0.01%
20,767
-990
2829
$112K ﹤0.01%
14,468
+4,225
2830
$112K ﹤0.01%
18,341
+946
2831
$110K ﹤0.01%
16,972
-1,764
2832
$110K ﹤0.01%
10,935
+359
2833
$109K ﹤0.01%
11,203
-2,679
2834
$109K ﹤0.01%
+14,762
2835
$109K ﹤0.01%
51,204
-7,685
2836
$109K ﹤0.01%
5,845
+520
2837
$108K ﹤0.01%
10,530
-990
2838
$108K ﹤0.01%
13,909
+1,089
2839
$108K ﹤0.01%
11,598
-9,673
2840
$107K ﹤0.01%
16,932
+125
2841
$107K ﹤0.01%
22,600
2842
$107K ﹤0.01%
15,623
2843
$106K ﹤0.01%
18,810
+52
2844
$105K ﹤0.01%
16,598
+18
2845
$105K ﹤0.01%
+10,231
2846
$105K ﹤0.01%
13,762
+3,646
2847
$104K ﹤0.01%
14,204
2848
$104K ﹤0.01%
31,000
2849
$103K ﹤0.01%
15,726
+686
2850
$103K ﹤0.01%
8,195
+2,500
112 113
114
115 116