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
2351
$303K ﹤0.01%
3,786
-579
2352
$302K ﹤0.01%
+7,451
2353
$302K ﹤0.01%
12,298
-433
2354
$302K ﹤0.01%
+19,035
2355
$302K ﹤0.01%
5,921
+422
2356
$301K ﹤0.01%
7,369
-559
2357
$301K ﹤0.01%
19,967
+15
2358
$300K ﹤0.01%
6,623
-64
2359
$300K ﹤0.01%
8,900
-1,121
2360
$299K ﹤0.01%
+11,989
2361
$299K ﹤0.01%
+2,408
2362
$299K ﹤0.01%
42,233
-1,163
2363
$298K ﹤0.01%
6,500
2364
$297K ﹤0.01%
7,227
2365
$297K ﹤0.01%
15,075
+850
2366
$297K ﹤0.01%
7,490
-284
2367
$297K ﹤0.01%
52,632
+89
2368
$297K ﹤0.01%
32,576
+5,253
2369
$296K ﹤0.01%
6,179
+300
2370
$296K ﹤0.01%
11,262
+4,393
2371
$295K ﹤0.01%
7,966
-1,233
2372
$295K ﹤0.01%
4,392
+4
2373
$295K ﹤0.01%
17,037
+42
2374
$295K ﹤0.01%
25,022
2375
$294K ﹤0.01%
29,740
+367
93 94
95
96 97