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 8.86%
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
3101
– –
-7,105
3102
– –
-10,193
3103
– –
-10,128
3104
– –
-3,842
3105
– –
-9,748
3106
– –
-9,074
3107
– –
-84,674
3108
– –
-15,278
3109
– –
-7,564
3110
– –
-5,950
3111
– –
-7,048
3112
– –
-5,532
3113
– –
-9,667
3114
– –
-9,589
3115
– –
-4,323
3116
– –
-54,165
3117
– –
-10,616
3118
– –
-2,427
3119
– –
-855
3120
– –
-2,415
3121
– –
-7,588
3122
– –
-193
3123
– –
-13,334
3124
– –
-4,557
3125
– –
-12,552
123 124
125
126 127