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
1476
$1M 0.01%
62,325
+3,535
1477
$1M 0.01%
16,228
+1,804
1478
$1M 0.01%
36,732
+1,238
1479
$1M 0.01%
42,766
+22,460
1480
$1M 0.01%
23,716
+12,709
1481
$1M 0.01%
47,103
+338
1482
$998K 0.01%
4,820
-584
1483
$998K 0.01%
6,397
+88
1484
$998K 0.01%
65,235
-10,339
1485
$997K 0.01%
39,060
-606
1486
$997K 0.01%
22,147
-1,807
1487
$995K 0.01%
26,388
+938
1488
$993K 0.01%
22,186
-613
1489
$990K 0.01%
5,777
-127
1490
$986K 0.01%
11,373
-2,012
1491
$984K 0.01%
24,892
-572
1492
$984K 0.01%
34,510
-338
1493
$983K 0.01%
26,216
+4,668
1494
$983K 0.01%
39,655
-195,433
1495
$980K 0.01%
13,034
-801
1496
$977K 0.01%
16,782
-2,096
1497
$975K 0.01%
8,019
-164
1498
$973K 0.01%
35,265
+17,555
1499
$966K 0.01%
32,791
+5,257
1500
$963K 0.01%
24,695
58 59
60
61 62