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
2101
$408K ﹤0.01%
46,103
+4,123
2102
$408K ﹤0.01%
3,995
+161
2103
$408K ﹤0.01%
5,369
-24
2104
$407K ﹤0.01%
1,679
-58
2105
$406K ﹤0.01%
21,822
+8,704
2106
$405K ﹤0.01%
16,412
+605
2107
$405K ﹤0.01%
9,398
-402
2108
$405K ﹤0.01%
54,793
+5,491
2109
$405K ﹤0.01%
1,252
-365
2110
$405K ﹤0.01%
16,758
+51
2111
$404K ﹤0.01%
18,586
+2,103
2112
$404K ﹤0.01%
7,808
2113
$404K ﹤0.01%
+31,640
2114
$403K ﹤0.01%
3,953
+371
2115
$403K ﹤0.01%
6,824
-1,096
2116
$402K ﹤0.01%
63,551
+1,003
2117
$402K ﹤0.01%
23,527
-1,041
2118
$401K ﹤0.01%
25,019
+5,891
2119
$399K ﹤0.01%
7,988
-2,883
2120
$399K ﹤0.01%
4,061
-18
2121
$399K ﹤0.01%
1,984
-213
2122
$398K ﹤0.01%
12,570
+477
2123
$398K ﹤0.01%
9,923
+197
2124
$398K ﹤0.01%
11,784
+5,417
2125
$397K ﹤0.01%
9,961
+4,975
83 84
85
86 87