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
1051
$1.94M 0.01%
47,165
+12,636
1052
$1.94M 0.01%
69,753
+7,329
1053
$1.94M 0.01%
35,763
-43,362
1054
$1.94M 0.01%
15,216
-479
1055
$1.94M 0.01%
75,498
+2,709
1056
$1.93M 0.01%
26,873
-39,659
1057
$1.93M 0.01%
65,585
-271
1058
$1.93M 0.01%
89,771
-1,602
1059
$1.92M 0.01%
90,650
+5,390
1060
$1.92M 0.01%
13,315
+962
1061
$1.92M 0.01%
100,611
-39,486
1062
$1.92M 0.01%
36,002
-4,886
1063
$1.91M 0.01%
21,616
+2,303
1064
$1.91M 0.01%
11,634
-4,960
1065
$1.91M 0.01%
14,156
+1,013
1066
$1.9M 0.01%
54,899
-54
1067
$1.9M 0.01%
28,475
-3,094
1068
$1.9M 0.01%
37,575
-830
1069
$1.9M 0.01%
102,452
+4,905
1070
$1.89M 0.01%
125,900
+7,001
1071
$1.89M 0.01%
10,884
+984
1072
$1.89M 0.01%
92,013
+284
1073
$1.88M 0.01%
70,602
+2,031
1074
$1.88M 0.01%
20,313
+179
1075
$1.87M 0.01%
44,359
-3,146
41 42
43
44 45