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
3176
– –
-5,622
3177
– –
-32,295
3178
– –
-6,140
3179
– –
-71,479
3180
– –
-95
3181
– –
-5,919
3182
– –
-2,399
3183
– –
-5,196
3184
– –
-11,144
3185
– –
-3,092
3186
– –
-25,800
3187
– –
-20,094
3188
– –
-6,067
3189
– –
-39,629
3190
– –
-885
3191
– –
-4,267
3192
– –
-10,518
3193
– –
-13,548
3194
– –
-5,304
3195
– –
-17,440
3196
– –
-6,795
3197
– –
-173,349
3198
– –
-66,953
3199
– –
-116,091
3200
– –
-15,961
125 126 127
128
129