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
2151
$385K ﹤0.01%
17,840
+5,662
2152
$385K ﹤0.01%
12,918
-142
2153
$385K ﹤0.01%
17,858
+170
2154
$384K ﹤0.01%
6,651
+1,171
2155
$384K ﹤0.01%
57,908
-4,086
2156
$382K ﹤0.01%
7,001
2157
$382K ﹤0.01%
15,756
+649
2158
$381K ﹤0.01%
19,419
2159
$380K ﹤0.01%
37,958
+640
2160
$380K ﹤0.01%
10,512
+1,892
2161
$380K ﹤0.01%
20,291
+208
2162
$380K ﹤0.01%
7,819
+506
2163
$379K ﹤0.01%
2,750
+99
2164
$379K ﹤0.01%
20,284
+2,815
2165
$379K ﹤0.01%
12,986
+24
2166
$378K ﹤0.01%
7,942
-730
2167
$378K ﹤0.01%
11,260
-180
2168
$377K ﹤0.01%
9,304
2169
$377K ﹤0.01%
14,817
-374
2170
$376K ﹤0.01%
9,273
-3,305
2171
$376K ﹤0.01%
10,688
+3,196
2172
$376K ﹤0.01%
16,272
+500
2173
$375K ﹤0.01%
+16,554
2174
$375K ﹤0.01%
8,266
+910
2175
$375K ﹤0.01%
38,276
-1,962
85 86
87
88 89