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
1401
$1.11M 0.01%
35,880
-1,274
1402
$1.11M 0.01%
25,316
+594
1403
$1.11M 0.01%
13,910
+208
1404
$1.11M 0.01%
24,304
+2,051
1405
$1.1M 0.01%
10,377
+824
1406
$1.1M 0.01%
+68,928
1407
$1.1M 0.01%
42,172
-75,470
1408
$1.1M 0.01%
9,145
-594
1409
$1.1M 0.01%
+94,983
1410
$1.1M 0.01%
11,120
+559
1411
$1.1M 0.01%
8,404
-299
1412
$1.09M 0.01%
98,391
-1,361
1413
$1.09M 0.01%
42,036
+116
1414
$1.09M 0.01%
43,328
+3,073
1415
$1.09M 0.01%
8,075
-367
1416
$1.09M 0.01%
36,269
+2,547
1417
$1.09M 0.01%
122,054
+13,911
1418
$1.08M 0.01%
126,813
+6,216
1419
$1.08M 0.01%
15,777
-1,086
1420
$1.08M 0.01%
23,533
+234
1421
$1.08M 0.01%
4,695
-1,110
1422
$1.08M 0.01%
+41,766
1423
$1.07M 0.01%
14,047
-187
1424
$1.07M 0.01%
9,837
+4
1425
$1.07M 0.01%
22,429
-1,935
55 56
57
58 59