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
2226
$358K ﹤0.01%
26,408
-7,143
2227
$358K ﹤0.01%
35,461
+52
2228
$357K ﹤0.01%
5,813
+18
2229
$357K ﹤0.01%
27,168
+221
2230
$357K ﹤0.01%
13,360
+5,009
2231
$356K ﹤0.01%
1,938
-34
2232
$355K ﹤0.01%
8,980
+1,218
2233
$355K ﹤0.01%
+4,617
2234
$355K ﹤0.01%
47,758
+1,800
2235
$354K ﹤0.01%
16,898
-650
2236
$353K ﹤0.01%
11,745
+533
2237
$353K ﹤0.01%
24,945
+8,645
2238
$352K ﹤0.01%
26,809
-1,138
2239
$352K ﹤0.01%
24,248
-1,674
2240
$351K ﹤0.01%
4,683
+2,191
2241
$350K ﹤0.01%
46,313
-6,590
2242
$348K ﹤0.01%
46,558
-6,022
2243
$347K ﹤0.01%
6,237
+490
2244
$347K ﹤0.01%
9,587
+468
2245
$347K ﹤0.01%
9,086
-997
2246
$347K ﹤0.01%
9,225
+1,351
2247
$346K ﹤0.01%
27,541
-65
2248
$346K ﹤0.01%
1,856
+6
2249
$346K ﹤0.01%
12,115
-1,554
2250
$346K ﹤0.01%
31,628
-237
88 89
90
91 92