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
2326
$313K ﹤0.01%
3,474
+804
2327
$313K ﹤0.01%
12,514
-364
2328
$312K ﹤0.01%
7,047
-633
2329
$312K ﹤0.01%
3,658
-59
2330
$312K ﹤0.01%
3,157
-34
2331
$311K ﹤0.01%
4,224
+545
2332
$311K ﹤0.01%
6,084
+65
2333
$311K ﹤0.01%
4,110
+172
2334
$311K ﹤0.01%
8,893
+868
2335
$310K ﹤0.01%
4,647
+557
2336
$310K ﹤0.01%
9,505
2337
$309K ﹤0.01%
38,747
+2,839
2338
$309K ﹤0.01%
32,229
+1,946
2339
$308K ﹤0.01%
15,981
+950
2340
$308K ﹤0.01%
28,194
-40
2341
$308K ﹤0.01%
23,541
+259
2342
$308K ﹤0.01%
+12,115
2343
$307K ﹤0.01%
10,235
-699
2344
$306K ﹤0.01%
28,177
+896
2345
$306K ﹤0.01%
+13,018
2346
$306K ﹤0.01%
+9,652
2347
$305K ﹤0.01%
16,096
-103
2348
$304K ﹤0.01%
18,449
-50
2349
$303K ﹤0.01%
20,446
-1,175
2350
$303K ﹤0.01%
17,154
+454
92 93
94
95 96