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
1851
$570K ﹤0.01%
28,610
+2,142
1852
$570K ﹤0.01%
2,124
+110
1853
$570K ﹤0.01%
23,442
+4,746
1854
$569K ﹤0.01%
16,068
1855
$569K ﹤0.01%
9,361
-34
1856
$569K ﹤0.01%
1,939
-136
1857
$568K ﹤0.01%
23,036
+1,195
1858
$568K ﹤0.01%
4,515
-41
1859
$568K ﹤0.01%
+28,265
1860
$566K ﹤0.01%
74,263
+26,517
1861
$566K ﹤0.01%
14,536
+1,485
1862
$565K ﹤0.01%
35,629
+1,024
1863
$565K ﹤0.01%
19,830
-95,485
1864
$560K ﹤0.01%
13,071
-6,232
1865
$560K ﹤0.01%
53,060
+9,428
1866
$557K ﹤0.01%
21,824
+11,610
1867
$555K ﹤0.01%
12,079
-283
1868
$554K ﹤0.01%
18,253
-2,655
1869
$553K ﹤0.01%
27,482
-640
1870
$553K ﹤0.01%
19,606
-8,022
1871
$553K ﹤0.01%
25,420
+2,333
1872
$549K ﹤0.01%
38,518
+396
1873
$548K ﹤0.01%
10,107
-867
1874
$545K ﹤0.01%
19,260
+160
1875
$544K ﹤0.01%
19,917
-9,821
73 74
75
76 77