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
1376
$1.16M 0.01%
56,644
+8,551
1377
$1.16M 0.01%
43,975
+6,617
1378
$1.16M 0.01%
165,474
+90,094
1379
$1.16M 0.01%
22,488
+6,470
1380
$1.16M 0.01%
101,024
+815
1381
$1.16M 0.01%
18,643
+948
1382
$1.15M 0.01%
5,211
+235
1383
$1.15M 0.01%
13,427
-1,085
1384
$1.14M 0.01%
48,290
-83,000
1385
$1.14M 0.01%
10,150
-132
1386
$1.14M 0.01%
24,663
+3,447
1387
$1.14M 0.01%
19,482
-1,302
1388
$1.13M 0.01%
18,483
+1,339
1389
$1.13M 0.01%
65,460
+2,458
1390
$1.13M 0.01%
12,913
+203
1391
$1.13M 0.01%
11,112
+1,885
1392
$1.12M 0.01%
11,036
+991
1393
$1.12M 0.01%
7,614
+31
1394
$1.12M 0.01%
38,522
-556
1395
$1.12M 0.01%
9,542
-1,271
1396
$1.12M 0.01%
23,521
+3,595
1397
$1.11M 0.01%
121,201
-6,157
1398
$1.11M 0.01%
35,952
+5,813
1399
$1.11M 0.01%
33,299
+6,096
1400
$1.11M 0.01%
30,436
-1,456
54 55
56
57 58