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
1426
$1.07M 0.01%
42,731
+1,668
1427
$1.07M 0.01%
9,118
-22
1428
$1.07M 0.01%
31,680
+3,735
1429
$1.06M 0.01%
90,530
-4,271
1430
$1.06M 0.01%
15,905
+5,068
1431
$1.06M 0.01%
58,567
-8,360
1432
$1.06M 0.01%
+25,400
1433
$1.06M 0.01%
9,582
+938
1434
$1.06M 0.01%
39,480
+15,402
1435
$1.05M 0.01%
18,540
+1,036
1436
$1.05M 0.01%
147,464
+3,281
1437
$1.05M 0.01%
22,255
+829
1438
$1.05M 0.01%
11,111
-814
1439
$1.05M 0.01%
13,951
-40,958
1440
$1.05M 0.01%
36,695
+9,454
1441
$1.05M 0.01%
79,754
-5,479
1442
$1.05M 0.01%
13,951
+129
1443
$1.05M 0.01%
24,702
+1,383
1444
$1.05M 0.01%
22,434
+1,157
1445
$1.05M 0.01%
23,569
+534
1446
$1.04M 0.01%
5,991
+286
1447
$1.04M 0.01%
63,403
+8,337
1448
$1.04M 0.01%
13,295
-72
1449
$1.04M 0.01%
61,634
-11,600
1450
$1.04M 0.01%
89,697
+3,840
56 57
58
59 60