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
1701
$718K ﹤0.01%
17,767
+672
1702
$716K ﹤0.01%
29,300
-524
1703
$716K ﹤0.01%
53,046
-12,412
1704
$713K ﹤0.01%
84,766
+10,462
1705
$712K ﹤0.01%
13,233
+131
1706
$712K ﹤0.01%
4,360
+1,387
1707
$708K ﹤0.01%
26,363
+4,448
1708
$706K ﹤0.01%
38,269
+10,547
1709
$706K ﹤0.01%
15,950
+975
1710
$706K ﹤0.01%
12,826
-222
1711
$704K ﹤0.01%
9,029
+4,638
1712
$703K ﹤0.01%
22,992
-218
1713
$700K ﹤0.01%
27,863
-542
1714
$700K ﹤0.01%
39,901
+9,007
1715
$699K ﹤0.01%
53,586
1716
$697K ﹤0.01%
11,332
+88
1717
$697K ﹤0.01%
38,704
+5,644
1718
$696K ﹤0.01%
3,189
-232
1719
$692K ﹤0.01%
8,502
-48,731
1720
$691K ﹤0.01%
81,940
+12,774
1721
$691K ﹤0.01%
45,929
+4,061
1722
$690K ﹤0.01%
10,217
+387
1723
$688K ﹤0.01%
13,380
-508
1724
$688K ﹤0.01%
16,516
-697
1725
$687K ﹤0.01%
9,105
+57
67 68
69
70 71