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 8.87%
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
1001
$2.08M 0.01%
236,366
+186,464
1002
$2.08M 0.01%
30,097
-318
1003
$2.08M 0.01%
32,259
-10,676
1004
$2.07M 0.01%
43,989
-10,053
1005
$2.07M 0.01%
1,909
+189
1006
$2.07M 0.01%
148,983
+66,866
1007
$2.07M 0.01%
97,188
+117
1008
$2.06M 0.01%
102,626
+8,119
1009
$2.06M 0.01%
105,100
1010
$2.06M 0.01%
+63,595
1011
$2.06M 0.01%
26,028
+5
1012
$2.06M 0.01%
75,534
+30,625
1013
$2.06M 0.01%
47,406
-10,836
1014
$2.06M 0.01%
45,121
+19,426
1015
$2.05M 0.01%
116,484
-4,387
1016
$2.05M 0.01%
69,590
+15,379
1017
$2.04M 0.01%
72,707
-1,302
1018
$2.03M 0.01%
27,776
+17,886
1019
$2.03M 0.01%
46,785
+537
1020
$2.03M 0.01%
191,479
-279
1021
$2.02M 0.01%
16,889
+208
1022
$2.02M 0.01%
90,003
+39,484
1023
$2.02M 0.01%
8,315
-515
1024
$2.01M 0.01%
54,550
-6,882
1025
$2.01M 0.01%
14,373
-2,564
39 40
41
42 43