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
1651
$770K ﹤0.01%
8,366
+288
1652
$769K ﹤0.01%
55,077
+1,514
1653
$768K ﹤0.01%
15,800
-332
1654
$768K ﹤0.01%
14,799
+900
1655
$767K ﹤0.01%
200,891
+52,952
1656
$767K ﹤0.01%
11,769
-26,116
1657
$767K ﹤0.01%
12,276
+4,684
1658
$766K ﹤0.01%
36,207
-103
1659
$764K ﹤0.01%
28,952
-3,779
1660
$761K ﹤0.01%
86,362
+337
1661
$758K ﹤0.01%
12,730
-349
1662
$758K ﹤0.01%
+7,566
1663
$757K ﹤0.01%
11,510
+130
1664
$755K ﹤0.01%
3,521
+281
1665
$755K ﹤0.01%
10,310
+10
1666
$754K ﹤0.01%
23,247
+4,923
1667
$754K ﹤0.01%
21,896
-6,354
1668
$754K ﹤0.01%
25,741
+31
1669
$749K ﹤0.01%
20,244
-21,498
1670
$748K ﹤0.01%
9,162
-9,197
1671
$748K ﹤0.01%
17,108
+3,921
1672
$748K ﹤0.01%
92,720
-2,159
1673
$747K ﹤0.01%
31,940
+155
1674
$745K ﹤0.01%
85,696
+2,229
1675
$745K ﹤0.01%
20,590
+83
65 66
67
68 69