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
2126
$397K ﹤0.01%
13,108
+796
2127
$397K ﹤0.01%
210,316
-51,125
2128
$395K ﹤0.01%
41,419
-130
2129
$395K ﹤0.01%
+6,890
2130
$394K ﹤0.01%
14,243
+1,914
2131
$394K ﹤0.01%
17,150
-21,337
2132
$394K ﹤0.01%
7,047
-8,636
2133
$394K ﹤0.01%
143,357
+7,316
2134
$393K ﹤0.01%
17,017
-14,284
2135
$393K ﹤0.01%
17,782
-3,913
2136
$393K ﹤0.01%
326
-18
2137
$392K ﹤0.01%
6,784
+835
2138
$391K ﹤0.01%
4,114
+264
2139
$391K ﹤0.01%
31,570
+1,437
2140
$391K ﹤0.01%
41,989
+10,742
2141
$391K ﹤0.01%
48,508
+510
2142
$390K ﹤0.01%
1,181
-10
2143
$389K ﹤0.01%
15,368
+291
2144
$389K ﹤0.01%
+18,223
2145
$389K ﹤0.01%
55,909
+194
2146
$388K ﹤0.01%
10,772
-252
2147
$388K ﹤0.01%
16,178
-4,300
2148
$388K ﹤0.01%
60,121
+30
2149
$387K ﹤0.01%
16,606
-365
2150
$386K ﹤0.01%
12,390
+3,048
84 85
86
87 88