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
1151
$1.65M 0.01%
24,533
-28,565
1152
$1.64M 0.01%
90,236
+16,494
1153
$1.64M 0.01%
412
+12
1154
$1.64M 0.01%
59,120
+1,393
1155
$1.64M 0.01%
90,404
+566
1156
$1.64M 0.01%
29,299
-55,807
1157
$1.63M 0.01%
103,204
-47
1158
$1.63M 0.01%
190,832
+23,866
1159
$1.62M 0.01%
83,314
+15,634
1160
$1.62M 0.01%
22,846
+2,754
1161
$1.62M 0.01%
49,858
+1,361
1162
$1.62M 0.01%
32,896
-22
1163
$1.61M 0.01%
32,188
+4,182
1164
$1.61M 0.01%
17,806
+714
1165
$1.6M 0.01%
2,709
+123
1166
$1.6M 0.01%
31,916
+12,634
1167
$1.6M 0.01%
14,255
-32
1168
$1.6M 0.01%
81,522
-7,149
1169
$1.6M 0.01%
47,735
-1,013
1170
$1.6M 0.01%
76,154
+20,930
1171
$1.59M 0.01%
54,204
+3,550
1172
$1.59M 0.01%
65,129
+10,159
1173
$1.59M 0.01%
66,588
+6,028
1174
$1.58M 0.01%
26,210
-801
1175
$1.58M 0.01%
123,400
-8,405
45 46
47
48 49