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
1101
$1.79M 0.01%
74,308
-4,248
1102
$1.79M 0.01%
57,486
+4,648
1103
$1.79M 0.01%
53,177
+19,988
1104
$1.79M 0.01%
42,538
-2,127
1105
$1.78M 0.01%
28,272
-1,839
1106
$1.78M 0.01%
194,656
+6,980
1107
$1.77M 0.01%
81,371
+9
1108
$1.75M 0.01%
25,381
+16,140
1109
$1.74M 0.01%
21,624
+1,082
1110
$1.74M 0.01%
9,372
-402
1111
$1.74M 0.01%
24,900
-2,385
1112
$1.73M 0.01%
48,108
+247
1113
$1.73M 0.01%
45,536
+12,428
1114
$1.73M 0.01%
98,666
+41,275
1115
$1.72M 0.01%
60,775
-615
1116
$1.72M 0.01%
39,181
-408
1117
$1.72M 0.01%
28,814
+11,379
1118
$1.72M 0.01%
103,797
+50,148
1119
$1.72M 0.01%
27,511
-1,539
1120
$1.71M 0.01%
81,643
+31,484
1121
$1.71M 0.01%
61,266
-40,276
1122
$1.7M 0.01%
50,943
-2,397
1123
$1.7M 0.01%
35,854
-5,512
1124
$1.7M 0.01%
34,472
-50,519
1125
$1.7M 0.01%
25,993
-1,545
43 44
45
46 47