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
1751
$657K ﹤0.01%
15,439
+624
1752
$657K ﹤0.01%
12,003
-862
1753
$657K ﹤0.01%
56,695
-2,458
1754
$656K ﹤0.01%
45,384
-358
1755
$656K ﹤0.01%
7,724
+885
1756
$655K ﹤0.01%
27,548
-439
1757
$654K ﹤0.01%
64,842
-290
1758
$652K ﹤0.01%
24,641
+172
1759
$650K ﹤0.01%
5,399
-247
1760
$650K ﹤0.01%
11,324
+56
1761
$649K ﹤0.01%
27,403
-178,824
1762
$649K ﹤0.01%
13,636
-971
1763
$649K ﹤0.01%
27,637
+9,025
1764
$645K ﹤0.01%
11,722
-189
1765
$645K ﹤0.01%
+34,916
1766
$645K ﹤0.01%
23,403
+246
1767
$645K ﹤0.01%
2,460
-468
1768
$644K ﹤0.01%
55,932
+5,237
1769
$642K ﹤0.01%
30,681
-5,798
1770
$642K ﹤0.01%
18,655
-6,071
1771
$641K ﹤0.01%
13,258
+5,811
1772
$640K ﹤0.01%
16,101
+1,784
1773
$638K ﹤0.01%
11,059
+363
1774
$637K ﹤0.01%
22,465
+186
1775
$637K ﹤0.01%
22,592
-8,452
69 70
71
72 73