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
1626
$805K ﹤0.01%
42,489
-5,769
1627
$799K ﹤0.01%
+19,520
1628
$799K ﹤0.01%
59,081
-10,028
1629
$797K ﹤0.01%
2,986
+633
1630
$794K ﹤0.01%
7,288
+124
1631
$794K ﹤0.01%
128,112
+2,309
1632
$793K ﹤0.01%
17,033
-1,882
1633
$791K ﹤0.01%
43,394
-1,565
1634
$788K ﹤0.01%
65,733
+14,601
1635
$788K ﹤0.01%
65,099
-575
1636
$787K ﹤0.01%
16,492
-82
1637
$786K ﹤0.01%
25,422
-2,335
1638
$785K ﹤0.01%
19,412
+12,347
1639
$784K ﹤0.01%
39,064
-886
1640
$784K ﹤0.01%
8,309
-343
1641
$783K ﹤0.01%
41,585
-1,334
1642
$781K ﹤0.01%
46,108
-9,610
1643
$781K ﹤0.01%
7,338
+254
1644
$780K ﹤0.01%
15,705
+2,041
1645
$779K ﹤0.01%
11,522
+685
1646
$779K ﹤0.01%
26,199
+1,777
1647
$773K ﹤0.01%
9,172
+1
1648
$772K ﹤0.01%
2,527
-76
1649
$771K ﹤0.01%
18,123
+684
1650
$771K ﹤0.01%
13,510
-145
64 65
66
67 68