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
1801
$617K ﹤0.01%
12,804
-42
1802
$616K ﹤0.01%
20,533
+1,409
1803
$616K ﹤0.01%
33,632
+2,556
1804
$615K ﹤0.01%
25,515
+6,338
1805
$612K ﹤0.01%
30,023
-7,090
1806
$612K ﹤0.01%
5,788
+1,241
1807
$611K ﹤0.01%
14,608
+806
1808
$610K ﹤0.01%
14,836
-1,646
1809
$609K ﹤0.01%
19,244
-400
1810
$607K ﹤0.01%
36,284
+3,968
1811
$607K ﹤0.01%
36,104
+637
1812
$606K ﹤0.01%
18,647
-493
1813
$603K ﹤0.01%
15,273
+574
1814
$602K ﹤0.01%
15,617
-474
1815
$601K ﹤0.01%
7,282
+306
1816
$600K ﹤0.01%
+26,475
1817
$599K ﹤0.01%
60,008
+9,645
1818
$599K ﹤0.01%
50,031
-264
1819
$599K ﹤0.01%
23,399
-1,681
1820
$599K ﹤0.01%
9,685
-407
1821
$598K ﹤0.01%
7,857
-212
1822
$598K ﹤0.01%
34,719
+1,323
1823
$597K ﹤0.01%
16,630
-2,295
1824
$597K ﹤0.01%
43,482
-90
1825
$597K ﹤0.01%
20,963
+1,100
71 72
73
74 75