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
1326
$1.26M 0.01%
12,060
+635
1327
$1.26M 0.01%
17,464
+184
1328
$1.26M 0.01%
55,635
+1,112
1329
$1.25M 0.01%
5,611
-279
1330
$1.25M 0.01%
16,351
+7,740
1331
$1.25M 0.01%
26,032
-3,982
1332
$1.25M 0.01%
2,545
-33
1333
$1.24M 0.01%
46,912
-4,421
1334
$1.23M 0.01%
10,882
-5
1335
$1.23M 0.01%
40,884
+625
1336
$1.23M 0.01%
53,224
-1,352
1337
$1.22M 0.01%
74,130
-3,351
1338
$1.22M 0.01%
95,704
+6,305
1339
$1.22M 0.01%
150,181
+7,360
1340
$1.22M 0.01%
126,127
+1,859
1341
$1.21M 0.01%
146,801
-2,797
1342
$1.21M 0.01%
65,313
-7,581
1343
$1.21M 0.01%
32,976
+3,000
1344
$1.21M 0.01%
37,355
+3,028
1345
$1.21M 0.01%
23,752
+7,497
1346
$1.21M 0.01%
33,683
+1,355
1347
$1.21M 0.01%
39,102
-1,765
1348
$1.2M 0.01%
7,764
+33
1349
$1.2M 0.01%
26,458
+1,056
1350
$1.2M 0.01%
34,262
+4,135
52 53
54
55 56