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 8.86%
2 Financials 4.76%
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
2301
$323K ﹤0.01%
37,454
-975
2302
$323K ﹤0.01%
4,660
+270
2303
$323K ﹤0.01%
2,235
+25
2304
$323K ﹤0.01%
15,477
+3,732
2305
$321K ﹤0.01%
15,292
+290
2306
$321K ﹤0.01%
+12,219
2307
$320K ﹤0.01%
12,877
+185
2308
$320K ﹤0.01%
13,617
+3,675
2309
$320K ﹤0.01%
3,890
+111
2310
$320K ﹤0.01%
1,820
-93
2311
$319K ﹤0.01%
17,622
-2,366
2312
$319K ﹤0.01%
35,740
-20,142
2313
$318K ﹤0.01%
18,712
+3,303
2314
$318K ﹤0.01%
4,472
+68
2315
$318K ﹤0.01%
9,100
+298
2316
$317K ﹤0.01%
4,355
+863
2317
$317K ﹤0.01%
20,085
-40,082
2318
$317K ﹤0.01%
378
+133
2319
$316K ﹤0.01%
+5,216
2320
$316K ﹤0.01%
28,416
-215
2321
$315K ﹤0.01%
+3,860
2322
$315K ﹤0.01%
+9,120
2323
$315K ﹤0.01%
8,066
-500
2324
$314K ﹤0.01%
19,891
+224
2325
$313K ﹤0.01%
24,689
+8,239
91 92
93
94 95