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
2451
$271K ﹤0.01%
9,548
-4,021
2452
$271K ﹤0.01%
4,127
-232
2453
$271K ﹤0.01%
25,065
+1,500
2454
$271K ﹤0.01%
3,091
-124
2455
$270K ﹤0.01%
5,634
-626
2456
$270K ﹤0.01%
4,788
-656
2457
$269K ﹤0.01%
3,326
-767
2458
$268K ﹤0.01%
12,409
-3,700
2459
$267K ﹤0.01%
11,700
2460
$267K ﹤0.01%
3,225
-52
2461
$267K ﹤0.01%
8,932
+1
2462
$267K ﹤0.01%
19,711
2463
$266K ﹤0.01%
18,450
-1,067
2464
$266K ﹤0.01%
21,261
-2,000
2465
$266K ﹤0.01%
21,197
+391
2466
$265K ﹤0.01%
5,773
-204
2467
$265K ﹤0.01%
+18,124
2468
$265K ﹤0.01%
3,567
+115
2469
$265K ﹤0.01%
2,087
-170
2470
$264K ﹤0.01%
4,940
-317
2471
$263K ﹤0.01%
4,647
+447
2472
$263K ﹤0.01%
7,258
+207
2473
$263K ﹤0.01%
6,000
2474
$263K ﹤0.01%
+9,430
2475
$262K ﹤0.01%
10,030
+195
97 98
99
100 101