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
1826
$597K ﹤0.01%
19,640
-848
1827
$595K ﹤0.01%
18,708
+58
1828
$594K ﹤0.01%
24,231
-2,520
1829
$593K ﹤0.01%
17,003
-13,893
1830
$592K ﹤0.01%
57,160
+90
1831
$592K ﹤0.01%
+24,054
1832
$591K ﹤0.01%
8,444
+647
1833
$591K ﹤0.01%
36,171
+1,373
1834
$591K ﹤0.01%
10,340
-196
1835
$590K ﹤0.01%
38,899
-16,922
1836
$587K ﹤0.01%
6,652
-341
1837
$587K ﹤0.01%
106,818
+6,636
1838
$586K ﹤0.01%
9,940
-1,022
1839
$585K ﹤0.01%
17,752
-5,325
1840
$585K ﹤0.01%
8,087
+835
1841
$584K ﹤0.01%
30,518
+10,555
1842
$583K ﹤0.01%
23,644
-179,349
1843
$582K ﹤0.01%
179,114
-185,205
1844
$580K ﹤0.01%
+19,144
1845
$579K ﹤0.01%
2,205
-424
1846
$579K ﹤0.01%
22,998
+2,007
1847
$578K ﹤0.01%
6,367
+384
1848
$577K ﹤0.01%
14,243
-8,533
1849
$577K ﹤0.01%
13,152
-70,032
1850
$574K ﹤0.01%
24,942
-1,316
72 73
74
75 76