Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $37.8B
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.47%
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
+$41.2M
2
+$30.6M
3
+$29.6M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$28.3M
5
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$26.7M

Top Sells

1
+$46M
2
+$45.2M
3
+$41.1M
4
DBC icon
Invesco DB Commodity Index Tracking Fund
DBC
+$28.8M
5
GLD icon
SPDR Gold Trust
GLD
+$28.6M

Sector Composition

1 Technology 8.86%
2 Financials 4.76%
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
3026
$6K ﹤0.01%
18,701
3027
– –
0
3028
– –
0
3029
$5K ﹤0.01%
68
3030
$4K ﹤0.01%
7
3031
$4K ﹤0.01%
909
-350
3032
$4K ﹤0.01%
1
3033
$4K ﹤0.01%
1,445
3034
$4K ﹤0.01%
+1,170
3035
$3K ﹤0.01%
+550
3036
$3K ﹤0.01%
10,550
3037
$3K ﹤0.01%
750
3038
$3K ﹤0.01%
+21,478
3039
$2K ﹤0.01%
+351
3040
$2K ﹤0.01%
4
3041
$2K ﹤0.01%
988
-59
3042
– –
-39,629
3043
– –
-885
3044
– –
-4,267
3045
– –
-10,518
3046
– –
-13,548
3047
– –
-5,304
3048
– –
-17,440
3049
– –
-6,795
3050
– –
-173,349
120 121
122
123 124