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
2076
$419K ﹤0.01%
52,787
+1,627
2077
$419K ﹤0.01%
9,455
-25,950
2078
$419K ﹤0.01%
12,983
+2,541
2079
$418K ﹤0.01%
+2,463
2080
$415K ﹤0.01%
3,593
+72
2081
$415K ﹤0.01%
8,575
+201
2082
$415K ﹤0.01%
28,224
+23
2083
$415K ﹤0.01%
14,624
-1
2084
$414K ﹤0.01%
9,699
-8,531
2085
$413K ﹤0.01%
11,033
+5,005
2086
$413K ﹤0.01%
14,659
-4,435
2087
$412K ﹤0.01%
4,942
-4,700
2088
$412K ﹤0.01%
3,250
-73
2089
$412K ﹤0.01%
15,816
-1,699
2090
$412K ﹤0.01%
18,316
-1,077
2091
$412K ﹤0.01%
17,842
-3,011
2092
$411K ﹤0.01%
9,741
-3,199
2093
$411K ﹤0.01%
16,182
-250
2094
$411K ﹤0.01%
16,098
-3,000
2095
$410K ﹤0.01%
19,536
-158
2096
$410K ﹤0.01%
12,074
-4,872
2097
$409K ﹤0.01%
10,894
+56
2098
$409K ﹤0.01%
35,949
+1,011
2099
$408K ﹤0.01%
4,297
-815
2100
$408K ﹤0.01%
4,597
+140
82 83
84
85 86