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
1576
$862K ﹤0.01%
18,289
+3,296
1577
$861K ﹤0.01%
31,406
-4,132
1578
$860K ﹤0.01%
14,032
-42,705
1579
$857K ﹤0.01%
19,910
-3,537
1580
$854K ﹤0.01%
14,873
-1,352
1581
$851K ﹤0.01%
10,331
+968
1582
$848K ﹤0.01%
18,371
+383
1583
$846K ﹤0.01%
28,497
+10,668
1584
$845K ﹤0.01%
28,011
+3,570
1585
$843K ﹤0.01%
20,807
-950
1586
$843K ﹤0.01%
33,885
+2,977
1587
$842K ﹤0.01%
19,027
+3,025
1588
$842K ﹤0.01%
73,030
+10,024
1589
$842K ﹤0.01%
16,711
+694
1590
$842K ﹤0.01%
67,111
-3,662
1591
$841K ﹤0.01%
11,656
-1
1592
$840K ﹤0.01%
3,262
-65
1593
$840K ﹤0.01%
32,817
+2,764
1594
$838K ﹤0.01%
25,656
+310
1595
$838K ﹤0.01%
37,850
-710
1596
$835K ﹤0.01%
19,397
+2,690
1597
$834K ﹤0.01%
43,046
-3,411
1598
$833K ﹤0.01%
9,799
+403
1599
$833K ﹤0.01%
35,818
-470
1600
$831K ﹤0.01%
133,417
62 63
64
65 66