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
2851
$102K ﹤0.01%
28,684
+5,458
2852
$102K ﹤0.01%
10,589
2853
$100K ﹤0.01%
12,921
+2,580
2854
$100K ﹤0.01%
29,048
+5,183
2855
$100K ﹤0.01%
20,121
-4,052
2856
$100K ﹤0.01%
+11,170
2857
$99K ﹤0.01%
+14,182
2858
$98K ﹤0.01%
23,708
+73
2859
$97K ﹤0.01%
+10,766
2860
$97K ﹤0.01%
15,022
-408
2861
$97K ﹤0.01%
21,368
-438
2862
$96K ﹤0.01%
1,380
+486
2863
$96K ﹤0.01%
+10,381
2864
$96K ﹤0.01%
15,191
-943
2865
$96K ﹤0.01%
11,700
2866
$94K ﹤0.01%
20,049
+6,015
2867
$94K ﹤0.01%
26,939
+544
2868
$94K ﹤0.01%
16,192
+28
2869
$93K ﹤0.01%
1,628
2870
$93K ﹤0.01%
34,359
-80
2871
$93K ﹤0.01%
11
2872
$92K ﹤0.01%
14,184
+3,000
2873
$91K ﹤0.01%
10,212
+7,210
2874
$89K ﹤0.01%
13,463
+18
2875
$88K ﹤0.01%
14,204
+20
113 114
115
116 117