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
1876
$544K ﹤0.01%
22,841
1877
$544K ﹤0.01%
13,182
-450
1878
$543K ﹤0.01%
43,506
1879
$540K ﹤0.01%
13,786
-624
1880
$540K ﹤0.01%
12,629
-10,698
1881
$539K ﹤0.01%
21,733
-2,013
1882
$538K ﹤0.01%
23,104
-8,404
1883
$537K ﹤0.01%
1,784
-17
1884
$537K ﹤0.01%
1,888
+78
1885
$536K ﹤0.01%
15,081
+2,555
1886
$536K ﹤0.01%
15,904
-459
1887
$535K ﹤0.01%
43,462
-3,971
1888
$533K ﹤0.01%
57,573
-17,464
1889
$532K ﹤0.01%
24,718
+5,627
1890
$532K ﹤0.01%
8,629
+2,743
1891
$532K ﹤0.01%
9,452
-29
1892
$531K ﹤0.01%
14,335
-57
1893
$530K ﹤0.01%
10,833
+818
1894
$529K ﹤0.01%
24,344
+14,310
1895
$528K ﹤0.01%
16,868
+2,745
1896
$528K ﹤0.01%
9,150
-155
1897
$527K ﹤0.01%
6,543
-329
1898
$526K ﹤0.01%
34,800
+7,872
1899
$525K ﹤0.01%
11,516
+1,380
1900
$525K ﹤0.01%
25,738
-106
74 75
76
77 78