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
1551
$900K 0.01%
5,755
-117
1552
$900K 0.01%
20,352
+286
1553
$900K 0.01%
99,207
-1,539
1554
$897K 0.01%
+56,839
1555
$890K 0.01%
100,229
-7,805
1556
$889K 0.01%
26,630
-2,220
1557
$888K 0.01%
34,828
+1,575
1558
$888K 0.01%
25,833
+1,155
1559
$885K 0.01%
29,009
+2,497
1560
$884K 0.01%
25,496
-2,691
1561
$884K 0.01%
36,305
-67,114
1562
$883K 0.01%
46,042
+749
1563
$883K 0.01%
22,767
+5,280
1564
$878K ﹤0.01%
8,496
+191
1565
$875K ﹤0.01%
29,559
+432
1566
$874K ﹤0.01%
+6,369
1567
$871K ﹤0.01%
7,291
+1,027
1568
$868K ﹤0.01%
12,345
-240
1569
$867K ﹤0.01%
83,574
-390
1570
$866K ﹤0.01%
47,015
-3,650
1571
$866K ﹤0.01%
44,664
-12,304
1572
$865K ﹤0.01%
30,613
+12,861
1573
$864K ﹤0.01%
75,565
-2,219
1574
$864K ﹤0.01%
17,714
+973
1575
$864K ﹤0.01%
34,000
+9,021
61 62
63
64 65