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
1776
$636K ﹤0.01%
271,841
+48,000
1777
$636K ﹤0.01%
+2,912
1778
$636K ﹤0.01%
5,989
+2,850
1779
$635K ﹤0.01%
12,912
-5,550
1780
$635K ﹤0.01%
45,857
-5,483
1781
$633K ﹤0.01%
19,482
+6,612
1782
$633K ﹤0.01%
8,753
-1,887
1783
$632K ﹤0.01%
35,679
+3,638
1784
$632K ﹤0.01%
11,923
+896
1785
$630K ﹤0.01%
23,322
1786
$629K ﹤0.01%
33,646
+7
1787
$628K ﹤0.01%
38,481
+598
1788
$628K ﹤0.01%
31,808
-1,772
1789
$627K ﹤0.01%
15,231
-850
1790
$627K ﹤0.01%
23,799
+15,258
1791
$626K ﹤0.01%
102,260
-97,836
1792
$624K ﹤0.01%
1,480
-488
1793
$621K ﹤0.01%
15,700
+1,297
1794
$620K ﹤0.01%
77,715
+6,445
1795
$620K ﹤0.01%
19,259
+7,690
1796
$619K ﹤0.01%
13,217
-960
1797
$619K ﹤0.01%
76,346
-376
1798
$619K ﹤0.01%
82,017
+294
1799
$618K ﹤0.01%
41,248
+2,748
1800
$617K ﹤0.01%
6,561
-568
70 71
72
73 74