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
3001
$18K ﹤0.01%
10,010
3002
$18K ﹤0.01%
74,160
+36,060
3003
$18K ﹤0.01%
213
3004
$17K ﹤0.01%
888
+41
3005
$17K ﹤0.01%
10,500
3006
$16K ﹤0.01%
16,883
-181
3007
$15K ﹤0.01%
14,902
3008
$14K ﹤0.01%
591
-50
3009
$14K ﹤0.01%
737
3010
$13K ﹤0.01%
919
3011
$12K ﹤0.01%
2,461
+14
3012
$12K ﹤0.01%
+33,000
3013
$12K ﹤0.01%
+4,292
3014
$11K ﹤0.01%
195
+44
3015
$11K ﹤0.01%
10,864
-27,898
3016
$10K ﹤0.01%
1,489
3017
$9K ﹤0.01%
871
-4,004
3018
$9K ﹤0.01%
20,971
3019
$9K ﹤0.01%
68,825
3020
$7K ﹤0.01%
2,122
-171
3021
$7K ﹤0.01%
7
+1
3022
$7K ﹤0.01%
43
3023
$7K ﹤0.01%
60
3024
$7K ﹤0.01%
14,902
+3,281
3025
$7K ﹤0.01%
1,524
119 120
121
122 123