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
2951
$44K ﹤0.01%
51
+18
2952
$42K ﹤0.01%
36,450
2953
$41K ﹤0.01%
777
+218
2954
$41K ﹤0.01%
+24,238
2955
$40K ﹤0.01%
23,985
2956
$39K ﹤0.01%
18,655
+378
2957
$39K ﹤0.01%
6
2958
$38K ﹤0.01%
13,021
-9,999
2959
$37K ﹤0.01%
16,431
+700
2960
$37K ﹤0.01%
15,967
+3,167
2961
$37K ﹤0.01%
36,939
-48,521
2962
$37K ﹤0.01%
17,050
+4
2963
$36K ﹤0.01%
18,799
-13,233
2964
$36K ﹤0.01%
29,456
-2,235
2965
$35K ﹤0.01%
2,900
-87
2966
$35K ﹤0.01%
+14,945
2967
$35K ﹤0.01%
20,000
2968
$34K ﹤0.01%
26,750
2969
$33K ﹤0.01%
607
2970
$33K ﹤0.01%
16,868
+4,120
2971
$32K ﹤0.01%
15,166
2972
$32K ﹤0.01%
10,500
2973
$31K ﹤0.01%
17,167
+131
2974
$31K ﹤0.01%
1,523
-942
2975
$31K ﹤0.01%
3,570
+565
117 118
119
120 121