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
2426
$278K ﹤0.01%
1,152
-2
2427
$278K ﹤0.01%
5,346
-153
2428
$277K ﹤0.01%
13,194
+261
2429
$276K ﹤0.01%
43,097
+23,685
2430
$276K ﹤0.01%
1,058
-240
2431
$276K ﹤0.01%
16,567
+459
2432
$276K ﹤0.01%
18,278
+1,087
2433
$276K ﹤0.01%
+12,947
2434
$276K ﹤0.01%
12,596
-63
2435
$275K ﹤0.01%
+14,362
2436
$275K ﹤0.01%
4,078
+205
2437
$275K ﹤0.01%
12,993
+2,308
2438
$275K ﹤0.01%
7,166
-1,296
2439
$275K ﹤0.01%
+3,354
2440
$275K ﹤0.01%
9,928
-23,385
2441
$275K ﹤0.01%
63,331
+26,600
2442
$274K ﹤0.01%
27,147
-1,498
2443
$274K ﹤0.01%
13,648
-1,977
2444
$274K ﹤0.01%
2,641
-1,045
2445
$273K ﹤0.01%
15,826
-483
2446
$273K ﹤0.01%
5,974
-400
2447
$273K ﹤0.01%
+8,662
2448
$272K ﹤0.01%
17,537
+2,550
2449
$272K ﹤0.01%
3,835
-445
2450
$271K ﹤0.01%
2,641
+1
96 97
98
99 100