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
1076
$1.87M 0.01%
57,401
+4,962
1077
$1.87M 0.01%
28,271
-2,223
1078
$1.86M 0.01%
+83,694
1079
$1.86M 0.01%
142,457
-1,445
1080
$1.86M 0.01%
32,635
-240,713
1081
$1.85M 0.01%
74,310
-26,653
1082
$1.85M 0.01%
81,198
+6,656
1083
$1.85M 0.01%
32,723
-1,464
1084
$1.85M 0.01%
63,553
-310
1085
$1.85M 0.01%
32,573
-15,241
1086
$1.84M 0.01%
57,836
-759
1087
$1.84M 0.01%
28,910
+344
1088
$1.84M 0.01%
43,929
+2,051
1089
$1.84M 0.01%
152,863
-9,267
1090
$1.82M 0.01%
61,683
-5,350
1091
$1.82M 0.01%
57,284
+6,683
1092
$1.82M 0.01%
58,173
-8,982
1093
$1.82M 0.01%
12,249
+1,346
1094
$1.81M 0.01%
5,551
+886
1095
$1.81M 0.01%
169,632
+3,083
1096
$1.81M 0.01%
41,575
+25,323
1097
$1.8M 0.01%
6,093
+663
1098
$1.8M 0.01%
42,313
+20,900
1099
$1.8M 0.01%
23,631
-5,786
1100
$1.79M 0.01%
8,305
+101
42 43
44
45 46