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
1301
$1.3M 0.01%
3,854
+8
1302
$1.3M 0.01%
53,543
+672
1303
$1.3M 0.01%
159,198
+139,619
1304
$1.29M 0.01%
30,587
-2,254
1305
$1.29M 0.01%
10,646
+321
1306
$1.29M 0.01%
43,389
+1,672
1307
$1.29M 0.01%
13,787
+2,677
1308
$1.29M 0.01%
56,282
+557
1309
$1.29M 0.01%
23,917
-11,712
1310
$1.29M 0.01%
63,310
+966
1311
$1.28M 0.01%
17,226
+12,475
1312
$1.28M 0.01%
56,049
+426
1313
$1.28M 0.01%
74,882
-3,898
1314
$1.28M 0.01%
31,405
-97
1315
$1.28M 0.01%
34,364
+31
1316
$1.27M 0.01%
45,661
+6,240
1317
$1.27M 0.01%
24,503
-7,276
1318
$1.27M 0.01%
40,440
+9,891
1319
$1.27M 0.01%
15,397
-2,001
1320
$1.27M 0.01%
40,796
-2,144
1321
$1.26M 0.01%
42,249
-55,648
1322
$1.26M 0.01%
40,404
-1,134
1323
$1.26M 0.01%
+63,156
1324
$1.26M 0.01%
8,457
+337
1325
$1.26M 0.01%
7,597
+568
51 52
53
54 55