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
1251
$1.42M 0.01%
8,735
-481
1252
$1.42M 0.01%
30,933
+1,822
1253
$1.42M 0.01%
16,195
+569
1254
$1.41M 0.01%
46,126
+27,494
1255
$1.41M 0.01%
7,544
+464
1256
$1.4M 0.01%
28,632
+1,709
1257
$1.4M 0.01%
53,264
+4,270
1258
$1.4M 0.01%
65,628
+135
1259
$1.4M 0.01%
108,636
+9,815
1260
$1.39M 0.01%
29,561
+2,497
1261
$1.39M 0.01%
3,871
-223
1262
$1.39M 0.01%
32,124
-18,326
1263
$1.38M 0.01%
20,199
+1,392
1264
$1.38M 0.01%
8,109
+213
1265
$1.38M 0.01%
121,941
+9,320
1266
$1.38M 0.01%
10,601
+90
1267
$1.38M 0.01%
28,016
-990
1268
$1.38M 0.01%
52,057
-2,118
1269
$1.38M 0.01%
40,242
+1,448
1270
$1.37M 0.01%
35,400
-2,190
1271
$1.37M 0.01%
103,528
+19,958
1272
$1.37M 0.01%
16,087
-1,314
1273
$1.36M 0.01%
44,670
+4,100
1274
$1.36M 0.01%
51,100
+1,228
1275
$1.36M 0.01%
89,985
+17,326
49 50
51
52 53