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
3101
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-7,981
3102
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-3,712
3103
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-2,407
3104
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-5,245
3105
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-17,075
3106
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-7,710
3107
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-39,024
3108
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-23,053
3109
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-264
3110
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-16,271
3111
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-224,639
3112
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-1,982
3113
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-111,250
3114
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-17,744
3115
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-11,809
3116
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-9,078
3117
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-9,031
3118
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3119
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-7,105
3120
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-10,193
3121
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-8,285
3122
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-101,780
3123
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-5,952
3124
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-10,230
3125
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-20,041
123 124
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