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
1201
$1.53M 0.01%
49,202
-139
1202
$1.52M 0.01%
10,834
-879
1203
$1.52M 0.01%
58,600
-3,581
1204
$1.52M 0.01%
+6,821
1205
$1.52M 0.01%
58,862
+14,390
1206
$1.51M 0.01%
61,529
-2,586
1207
$1.51M 0.01%
33,943
-2,047
1208
$1.51M 0.01%
15,805
-9,003
1209
$1.51M 0.01%
54,420
+40,846
1210
$1.5M 0.01%
70,117
+56,306
1211
$1.5M 0.01%
20,193
+6,299
1212
$1.5M 0.01%
74,888
-61
1213
$1.5M 0.01%
47,426
+7,357
1214
$1.5M 0.01%
20,968
+5,516
1215
$1.5M 0.01%
14,048
-368
1216
$1.5M 0.01%
49,923
+212
1217
$1.49M 0.01%
49,962
+1,918
1218
$1.49M 0.01%
145,212
-14,188
1219
$1.49M 0.01%
4,795
-160
1220
$1.49M 0.01%
35,697
-121
1221
$1.49M 0.01%
47,425
+2,110
1222
$1.48M 0.01%
24,531
+4,106
1223
$1.48M 0.01%
4,584
-82
1224
$1.48M 0.01%
4,636
+527
1225
$1.47M 0.01%
52,592
+5,381
47 48
49
50 51