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 8.87%
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
2926
$56K ﹤0.01%
21,000
2927
$56K ﹤0.01%
+12,742
2928
$55K ﹤0.01%
60,962
-427
2929
$54K ﹤0.01%
10,867
+151
2930
$53K ﹤0.01%
73,400
2931
$53K ﹤0.01%
13,360
+801
2932
$52K ﹤0.01%
1,294
-82
2933
$52K ﹤0.01%
15,463
-5,297
2934
$51K ﹤0.01%
11,475
-3,000
2935
$50K ﹤0.01%
13
2936
$49K ﹤0.01%
13,346
+80
2937
$49K ﹤0.01%
15,236
+1,183
2938
$49K ﹤0.01%
99,761
2939
$48K ﹤0.01%
17,932
+2
2940
$48K ﹤0.01%
12,300
-35,551
2941
$47K ﹤0.01%
2,165
2942
$47K ﹤0.01%
16,575
-18,843
2943
$46K ﹤0.01%
14,152
-52
2944
$46K ﹤0.01%
+12,750
2945
$46K ﹤0.01%
+17,163
2946
$46K ﹤0.01%
12,258
-503
2947
$46K ﹤0.01%
+741
2948
$45K ﹤0.01%
27,343
+12,000
2949
$44K ﹤0.01%
+350
2950
$44K ﹤0.01%
11,027
+6
116 117
118
119 120