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
1026
$2M 0.01%
81,376
-10,171
1027
$2M 0.01%
82,933
+63,678
1028
$2M 0.01%
47,371
+3,764
1029
$2M 0.01%
11,366
-15,600
1030
$2M 0.01%
11,660
+478
1031
$2M 0.01%
45,064
+4,508
1032
$2M 0.01%
+95,622
1033
$1.99M 0.01%
43,580
+32,601
1034
$1.99M 0.01%
23,281
-50
1035
$1.99M 0.01%
41,259
-920
1036
$1.98M 0.01%
13,692
+5,156
1037
$1.98M 0.01%
20,400
+1,736
1038
$1.98M 0.01%
80,647
+68,195
1039
$1.98M 0.01%
36,514
+750
1040
$1.97M 0.01%
+20,951
1041
$1.97M 0.01%
24,443
-23,316
1042
$1.97M 0.01%
39,110
+4,340
1043
$1.97M 0.01%
36,494
-10,647
1044
$1.97M 0.01%
62,877
+48,429
1045
$1.96M 0.01%
73,872
-1,789
1046
$1.96M 0.01%
182,603
+91,037
1047
$1.96M 0.01%
58,970
+695
1048
$1.96M 0.01%
173,797
-246,447
1049
$1.95M 0.01%
66,564
+12,558
1050
$1.95M 0.01%
43,145
-1,724
40 41
42
43 44