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
1726
$686K ﹤0.01%
2,480
+217
1727
$686K ﹤0.01%
13,630
-1,139
1728
$686K ﹤0.01%
34,635
+2,055
1729
$685K ﹤0.01%
25,085
-11,275
1730
$684K ﹤0.01%
15,027
+2,438
1731
$684K ﹤0.01%
40,936
+662
1732
$683K ﹤0.01%
13,306
-3,951
1733
$681K ﹤0.01%
22,821
-5,113
1734
$681K ﹤0.01%
21,078
+3,675
1735
$680K ﹤0.01%
19,886
-8,355
1736
$680K ﹤0.01%
20,546
-11,623
1737
$678K ﹤0.01%
37,465
+69
1738
$676K ﹤0.01%
32,077
+72
1739
$675K ﹤0.01%
64,547
+21,623
1740
$672K ﹤0.01%
61,898
-1,161
1741
$670K ﹤0.01%
76,804
-1,711
1742
$669K ﹤0.01%
14,411
+3,694
1743
$667K ﹤0.01%
+109,450
1744
$666K ﹤0.01%
25,717
+2,304
1745
$665K ﹤0.01%
49,145
-598
1746
$665K ﹤0.01%
33,001
1747
$662K ﹤0.01%
60,868
-6,426
1748
$660K ﹤0.01%
31,754
-9,551
1749
$658K ﹤0.01%
24,728
+608
1750
$657K ﹤0.01%
91,976
+5,688
68 69
70
71 72