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
2901
$73K ﹤0.01%
41,434
-15,300
2902
$73K ﹤0.01%
10,000
2903
$73K ﹤0.01%
20,040
-42,351
2904
$73K ﹤0.01%
22,453
+7,965
2905
$73K ﹤0.01%
61,667
+10,565
2906
$72K ﹤0.01%
38,318
-3,000
2907
$72K ﹤0.01%
15,995
2908
$71K ﹤0.01%
+45
2909
$70K ﹤0.01%
17,969
-3,655
2910
$69K ﹤0.01%
3,315
+75
2911
– –
0
2912
$66K ﹤0.01%
2,184
2913
$64K ﹤0.01%
14,016
+569
2914
$64K ﹤0.01%
3,870
+1,954
2915
$62K ﹤0.01%
10,000
2916
$62K ﹤0.01%
21,924
-281
2917
$62K ﹤0.01%
100
2918
$61K ﹤0.01%
12,564
-30
2919
$60K ﹤0.01%
4,877
-200
2920
$60K ﹤0.01%
4
2921
$60K ﹤0.01%
25,351
2922
$60K ﹤0.01%
20,066
+848
2923
$59K ﹤0.01%
3,980
-34
2924
$58K ﹤0.01%
16,057
+3,650
2925
$57K ﹤0.01%
6,746
115 116
117
118 119