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
2201
$368K ﹤0.01%
12,808
-61
2202
$367K ﹤0.01%
44,238
+13,682
2203
$367K ﹤0.01%
20,602
-929
2204
$367K ﹤0.01%
45,294
-641
2205
$367K ﹤0.01%
53,088
+2,696
2206
$366K ﹤0.01%
5,930
-26
2207
$365K ﹤0.01%
16,990
+99
2208
$365K ﹤0.01%
8,704
-140
2209
$365K ﹤0.01%
+5,680
2210
$365K ﹤0.01%
6,070
-6,900
2211
$364K ﹤0.01%
6,070
+258
2212
$364K ﹤0.01%
8,286
-42
2213
$364K ﹤0.01%
16,962
+4,893
2214
$362K ﹤0.01%
12,881
-732
2215
$362K ﹤0.01%
4,760
+313
2216
$361K ﹤0.01%
16,554
+6,080
2217
$361K ﹤0.01%
45,632
+13,476
2218
$361K ﹤0.01%
19,932
-122
2219
$361K ﹤0.01%
25,212
+100
2220
$361K ﹤0.01%
6,549
+335
2221
$360K ﹤0.01%
18,028
-1,052
2222
$360K ﹤0.01%
8,516
+161
2223
$359K ﹤0.01%
13,102
+230
2224
$359K ﹤0.01%
14,376
+1,374
2225
$359K ﹤0.01%
26,098
+1,943
87 88
89
90 91