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
1676
$743K ﹤0.01%
68,788
-6,050
1677
$742K ﹤0.01%
28,710
-15,851
1678
$741K ﹤0.01%
30,662
-3,612
1679
$741K ﹤0.01%
4,701
+275
1680
$740K ﹤0.01%
31,582
-4,896
1681
$740K ﹤0.01%
32,067
-3,088
1682
$737K ﹤0.01%
45,438
+28,184
1683
$736K ﹤0.01%
5,224
+285
1684
$735K ﹤0.01%
67,214
+5,986
1685
$735K ﹤0.01%
8,498
-405
1686
$734K ﹤0.01%
25,248
+4,589
1687
$730K ﹤0.01%
21,684
-5,828
1688
$729K ﹤0.01%
67,643
+11,100
1689
$729K ﹤0.01%
25,045
+2,259
1690
$728K ﹤0.01%
53,974
+5,227
1691
$728K ﹤0.01%
27,971
-865
1692
$727K ﹤0.01%
18,991
+4,116
1693
$725K ﹤0.01%
19,727
+325
1694
$724K ﹤0.01%
48,429
+9,769
1695
$724K ﹤0.01%
35,775
-5,136
1696
$724K ﹤0.01%
+30,416
1697
$724K ﹤0.01%
23,674
-269
1698
$723K ﹤0.01%
24,894
+524
1699
$721K ﹤0.01%
7,985
+1,715
1700
$720K ﹤0.01%
17,130
+2,375
66 67
68
69 70