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
1126
$1.7M 0.01%
48,434
-27,821
1127
$1.7M 0.01%
9,306
+109
1128
$1.7M 0.01%
83,560
-5,505
1129
$1.69M 0.01%
19,854
+7
1130
$1.69M 0.01%
41,081
+1,071
1131
$1.69M 0.01%
+49,429
1132
$1.69M 0.01%
346,264
+2,923
1133
$1.69M 0.01%
31,356
+56
1134
$1.68M 0.01%
40,159
-2,404
1135
$1.68M 0.01%
97,549
+5,082
1136
$1.68M 0.01%
43,270
-64,059
1137
$1.68M 0.01%
77,050
+3,336
1138
$1.68M 0.01%
571,734
+12,037
1139
$1.67M 0.01%
78,035
-2,889
1140
$1.67M 0.01%
55,911
+6,840
1141
$1.67M 0.01%
76,683
+16,275
1142
$1.67M 0.01%
13,518
-241
1143
$1.67M 0.01%
+11,160
1144
$1.66M 0.01%
43,602
+3,109
1145
$1.66M 0.01%
45,902
-100,690
1146
$1.66M 0.01%
105,939
+86,608
1147
$1.66M 0.01%
34,933
-595
1148
$1.65M 0.01%
5,893
-745
1149
$1.65M 0.01%
88,259
+2,103
1150
$1.65M 0.01%
75,665
+23,366
44 45
46
47 48