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
2251
$345K ﹤0.01%
34,544
+494
2252
$345K ﹤0.01%
+14,452
2253
$344K ﹤0.01%
14,753
-236
2254
$343K ﹤0.01%
1,860
+180
2255
$343K ﹤0.01%
8,434
-1,172
2256
$342K ﹤0.01%
20,730
-1,207
2257
$342K ﹤0.01%
7,502
-5
2258
$342K ﹤0.01%
4,352
-3,815
2259
$341K ﹤0.01%
6,832
-648
2260
$341K ﹤0.01%
940
+175
2261
$341K ﹤0.01%
36,401
2262
$340K ﹤0.01%
11,652
-1,060
2263
$340K ﹤0.01%
9,083
+215
2264
$339K ﹤0.01%
13,002
2265
$339K ﹤0.01%
7,689
+1,857
2266
$339K ﹤0.01%
8,558
-4,299
2267
$339K ﹤0.01%
28,639
+267
2268
$338K ﹤0.01%
11,205
-172
2269
$337K ﹤0.01%
808
-140
2270
$336K ﹤0.01%
9,511
-300
2271
$336K ﹤0.01%
7,424
-979
2272
$335K ﹤0.01%
9,910
-243
2273
$334K ﹤0.01%
18,457
+141
2274
$334K ﹤0.01%
+17,971
2275
$333K ﹤0.01%
9,862
+392
89 90
91
92 93