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
1351
$1.2M 0.01%
13,726
+336
1352
$1.2M 0.01%
52,610
-7,230
1353
$1.2M 0.01%
49,091
+1,749
1354
$1.19M 0.01%
41,999
+811
1355
$1.19M 0.01%
26,413
+1,023
1356
$1.19M 0.01%
57,849
-1,494
1357
$1.19M 0.01%
74,281
-3,374
1358
$1.19M 0.01%
62,614
+3,092
1359
$1.19M 0.01%
13,904
-45
1360
$1.19M 0.01%
19,436
-102
1361
$1.18M 0.01%
224,461
+49,836
1362
$1.18M 0.01%
31,675
+25,571
1363
$1.18M 0.01%
63,484
-28,715
1364
$1.18M 0.01%
129,754
+10,447
1365
$1.18M 0.01%
13,979
+354
1366
$1.18M 0.01%
42,033
+3,426
1367
$1.18M 0.01%
63,169
+41,521
1368
$1.17M 0.01%
20,052
-351
1369
$1.17M 0.01%
52,802
+5,315
1370
$1.17M 0.01%
53,639
-398
1371
$1.17M 0.01%
29,010
-14,338
1372
$1.17M 0.01%
30,985
-6,413
1373
$1.16M 0.01%
22,981
-1,209
1374
$1.16M 0.01%
14,477
-6,352
1375
$1.16M 0.01%
71,224
+2,665
53 54
55
56 57