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
3151
– –
-24,935
3152
– –
-6,320
3153
– –
-64,265
3154
– –
-2,415
3155
– –
-7,588
3156
– –
-193
3157
– –
-13,334
3158
– –
-4,557
3159
– –
-12,552
3160
– –
-10,704
3161
– –
-3,731
3162
– –
-1,825
3163
– –
-6,552
3164
– –
-7,892
3165
– –
-84,059
3166
– –
-4,070
3167
– –
-81,702
3168
– –
-6,689
3169
– –
-5,724
3170
– –
-17,188
3171
– –
-18,967
3172
– –
-22,000
3173
– –
-2,456
3174
– –
-10,650
3175
– –
-1,724
125 126
127
128 129