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
1601
$830K ﹤0.01%
50,993
+9,274
1602
$830K ﹤0.01%
+34,664
1603
$829K ﹤0.01%
39,364
1604
$828K ﹤0.01%
20,918
-973
1605
$828K ﹤0.01%
6,653
-66
1606
$828K ﹤0.01%
42,067
+2,445
1607
$827K ﹤0.01%
5,902
-369
1608
$826K ﹤0.01%
20,932
+5,193
1609
$823K ﹤0.01%
86,385
-943
1610
$823K ﹤0.01%
8,362
+570
1611
$823K ﹤0.01%
35,318
-318
1612
$821K ﹤0.01%
35,041
-210
1613
$817K ﹤0.01%
35,231
-723
1614
$814K ﹤0.01%
66,471
+1,159
1615
$813K ﹤0.01%
17,681
-5,064
1616
$813K ﹤0.01%
43,315
+700
1617
$811K ﹤0.01%
7,506
+1,456
1618
$809K ﹤0.01%
13,464
+5,833
1619
$807K ﹤0.01%
22,052
-254
1620
$806K ﹤0.01%
9,193
+511
1621
$806K ﹤0.01%
5,793
+159
1622
$806K ﹤0.01%
30,573
1623
$805K ﹤0.01%
1,845
-25
1624
$805K ﹤0.01%
8,981
-2,097
1625
$805K ﹤0.01%
31,053
+23,016
63 64
65
66 67