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
2176
$375K ﹤0.01%
67,259
+1,470
2177
$375K ﹤0.01%
11,235
+4,627
2178
$374K ﹤0.01%
25,638
+776
2179
$374K ﹤0.01%
12,254
-2,769
2180
$374K ﹤0.01%
32,694
+2,356
2181
$374K ﹤0.01%
3,534
+274
2182
$373K ﹤0.01%
7,003
+1,471
2183
$372K ﹤0.01%
2,564
-12
2184
$372K ﹤0.01%
5,520
+438
2185
$372K ﹤0.01%
110,249
-172,424
2186
$372K ﹤0.01%
8,647
+3,067
2187
$372K ﹤0.01%
16,724
+2,553
2188
$372K ﹤0.01%
1,775
+298
2189
$372K ﹤0.01%
98,114
+4,301
2190
$371K ﹤0.01%
1,674
-812
2191
$371K ﹤0.01%
3,749
+35
2192
$371K ﹤0.01%
26,723
-10,782
2193
$370K ﹤0.01%
8,109
-466
2194
$370K ﹤0.01%
8,336
+159
2195
$370K ﹤0.01%
+10,972
2196
$369K ﹤0.01%
39,441
+945
2197
$369K ﹤0.01%
16,969
+122
2198
$369K ﹤0.01%
18,892
+2,389
2199
$369K ﹤0.01%
15,784
+5,890
2200
$368K ﹤0.01%
3,342
-102
86 87
88
89 90