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
1526
$932K 0.01%
12,043
+1,834
1527
$932K 0.01%
33,886
-2,807
1528
$932K 0.01%
11,740
-298
1529
$931K 0.01%
24,814
-1,814
1530
$929K 0.01%
127,642
+9,131
1531
$924K 0.01%
19,476
+1,476
1532
$923K 0.01%
36,558
+10,815
1533
$922K 0.01%
48,529
-7,214
1534
$921K 0.01%
10,520
-546
1535
$919K 0.01%
9,019
+803
1536
$919K 0.01%
12,890
-2,116
1537
$919K 0.01%
8,027
+633
1538
$916K 0.01%
10,988
+954
1539
$915K 0.01%
18,025
-3,442
1540
$914K 0.01%
43,630
-93
1541
$913K 0.01%
10,754
+164
1542
$913K 0.01%
3,712
-484
1543
$907K 0.01%
130,329
+30,395
1544
$906K 0.01%
18,583
+3,244
1545
$905K 0.01%
29,260
+802
1546
$905K 0.01%
16,223
+1,830
1547
$905K 0.01%
16,141
+239
1548
$904K 0.01%
35,371
+2,335
1549
$902K 0.01%
35,900
-62,010
1550
$901K 0.01%
46,967
+36,093
60 61
62
63 64