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
1226
$1.47M 0.01%
53,222
-1,364
1227
$1.47M 0.01%
50,037
+20,580
1228
$1.47M 0.01%
51,236
-105,097
1229
$1.46M 0.01%
27,275
-419
1230
$1.46M 0.01%
147,041
-2,539
1231
$1.46M 0.01%
89,154
+8,937
1232
$1.46M 0.01%
89,655
-270
1233
$1.46M 0.01%
54,274
+128
1234
$1.45M 0.01%
44,808
-1,100
1235
$1.45M 0.01%
4,329
+95
1236
$1.45M 0.01%
13,437
+1,846
1237
$1.45M 0.01%
29,444
-1,104
1238
$1.45M 0.01%
23,772
+790
1239
$1.45M 0.01%
+11,280
1240
$1.44M 0.01%
45,723
+13,821
1241
$1.44M 0.01%
31,193
+4,889
1242
$1.44M 0.01%
30,382
-27,899
1243
$1.44M 0.01%
29,066
-159
1244
$1.44M 0.01%
68,359
+9,310
1245
$1.44M 0.01%
25,855
+1,019
1246
$1.44M 0.01%
62,107
+53,463
1247
$1.43M 0.01%
+48,112
1248
$1.43M 0.01%
30,218
+82
1249
$1.43M 0.01%
49,286
-30,074
1250
$1.42M 0.01%
54,921
+31,206
48 49
50
51 52