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
1451
$1.04M 0.01%
41,889
+2,036
1452
$1.04M 0.01%
34,379
+2,290
1453
$1.04M 0.01%
84,863
+4,217
1454
$1.03M 0.01%
16,032
-1,649
1455
$1.03M 0.01%
93,382
+8,168
1456
$1.02M 0.01%
2,552
+124
1457
$1.02M 0.01%
27,236
-106,551
1458
$1.02M 0.01%
51,043
+22,567
1459
$1.02M 0.01%
49,487
+1,341
1460
$1.02M 0.01%
60,633
-21,136
1461
$1.02M 0.01%
24,875
+733
1462
$1.02M 0.01%
63,036
-6,449
1463
$1.02M 0.01%
82,343
+12,075
1464
$1.01M 0.01%
+28,821
1465
$1.01M 0.01%
8,252
-6,020
1466
$1.01M 0.01%
18,496
-1,986
1467
$1.01M 0.01%
13,426
-414
1468
$1.01M 0.01%
10,981
+4,639
1469
$1.01M 0.01%
66,386
-10,375
1470
$1.01M 0.01%
7,978
-176
1471
$1.01M 0.01%
42,066
+10,038
1472
$1.01M 0.01%
4,147
-58
1473
$1.01M 0.01%
21,881
+16,734
1474
$1.01M 0.01%
103,744
+25,326
1475
$1M 0.01%
21,461
+5,428
57 58
59
60 61