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
1176
$1.58M 0.01%
63,494
-2,542
1177
$1.58M 0.01%
49,431
+105
1178
$1.57M 0.01%
18,032
+10,166
1179
$1.57M 0.01%
23,622
+554
1180
$1.57M 0.01%
7,919
+321
1181
$1.57M 0.01%
32,895
-1,358
1182
$1.57M 0.01%
86,678
+4,591
1183
$1.56M 0.01%
56,302
-902
1184
$1.56M 0.01%
5,842
-231
1185
$1.56M 0.01%
152,982
+1,229
1186
$1.55M 0.01%
67,559
+59,168
1187
$1.55M 0.01%
33,360
+5,240
1188
$1.55M 0.01%
77,405
+8,407
1189
$1.55M 0.01%
51,582
+31,916
1190
$1.55M 0.01%
38,503
+990
1191
$1.54M 0.01%
17,385
+3,386
1192
$1.54M 0.01%
17,799
-658
1193
$1.54M 0.01%
111,076
-3,048
1194
$1.54M 0.01%
301,127
-196,278
1195
$1.54M 0.01%
27,435
-7,601
1196
$1.53M 0.01%
7,284
+649
1197
$1.53M 0.01%
51,982
+628
1198
$1.53M 0.01%
100,458
+10,606
1199
$1.53M 0.01%
96,242
+2,519
1200
$1.53M 0.01%
50,769
-3,782
46 47
48
49 50