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 4.75%
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
2876
$87K ﹤0.01%
13,514
+869
2877
$87K ﹤0.01%
4,714
-243
2878
$85K ﹤0.01%
12,407
-28,233
2879
$85K ﹤0.01%
843
+40
2880
$84K ﹤0.01%
15,243
-1,225
2881
$83K ﹤0.01%
13,478
+169
2882
$83K ﹤0.01%
7,196
2883
$82K ﹤0.01%
18,882
+15
2884
$81K ﹤0.01%
12,048
-758
2885
$81K ﹤0.01%
34,046
-600
2886
$81K ﹤0.01%
34,923
+626
2887
$80K ﹤0.01%
+17,385
2888
$79K ﹤0.01%
6,394
+4
2889
$79K ﹤0.01%
46,284
-9,923
2890
$78K ﹤0.01%
12,053
+8
2891
$77K ﹤0.01%
26,017
+5,445
2892
$77K ﹤0.01%
18,317
2893
$77K ﹤0.01%
25,668
-5,484
2894
$77K ﹤0.01%
11,196
2895
$77K ﹤0.01%
28,073
+2,856
2896
$76K ﹤0.01%
23,488
-209
2897
$74K ﹤0.01%
+15,000
2898
$74K ﹤0.01%
23,000
2899
$74K ﹤0.01%
14,346
+83
2900
$73K ﹤0.01%
10,050
114 115
116
117 118