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
2976
$30K ﹤0.01%
15,000
-1,204
2977
$30K ﹤0.01%
76,300
+5,000
2978
$29K ﹤0.01%
1,733
2979
$29K ﹤0.01%
10,410
2980
$29K ﹤0.01%
14,400
2981
$29K ﹤0.01%
10,814
-499
2982
$27K ﹤0.01%
+27,107
2983
$27K ﹤0.01%
11,920
+1,000
2984
$27K ﹤0.01%
11,711
-35
2985
$27K ﹤0.01%
472
+5
2986
$26K ﹤0.01%
16,332
2987
$25K ﹤0.01%
11,202
+832
2988
$24K ﹤0.01%
916
+50
2989
$24K ﹤0.01%
+10,832
2990
$24K ﹤0.01%
249
+144
2991
$22K ﹤0.01%
38,500
-10,000
2992
$22K ﹤0.01%
+1,452
2993
$22K ﹤0.01%
15,499
2994
$21K ﹤0.01%
541
+33
2995
$20K ﹤0.01%
5,788
-45
2996
$20K ﹤0.01%
67
2997
$20K ﹤0.01%
21,061
-975
2998
$19K ﹤0.01%
11,231
2999
$19K ﹤0.01%
+573
3000
$19K ﹤0.01%
10,220
118 119
120
121 122