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
1901
$523K ﹤0.01%
41,922
-4,265
1902
$522K ﹤0.01%
8,902
-63
1903
$521K ﹤0.01%
35,051
-8,167
1904
$521K ﹤0.01%
1,934
+62
1905
$519K ﹤0.01%
14,465
+5,066
1906
$518K ﹤0.01%
2,766
-372
1907
$517K ﹤0.01%
11,221
+36
1908
$517K ﹤0.01%
37,521
+142
1909
$516K ﹤0.01%
17,251
+1,123
1910
$515K ﹤0.01%
20,645
-131
1911
$515K ﹤0.01%
11,664
-998
1912
$515K ﹤0.01%
56,459
+263
1913
$514K ﹤0.01%
27,421
+3,538
1914
$513K ﹤0.01%
14,449
-199
1915
$512K ﹤0.01%
15,603
+74
1916
$512K ﹤0.01%
37,338
+3,283
1917
$512K ﹤0.01%
9,581
+484
1918
$510K ﹤0.01%
68,781
+6,632
1919
$510K ﹤0.01%
6,442
+379
1920
$510K ﹤0.01%
21,188
-2,033
1921
$510K ﹤0.01%
7,850
+100
1922
$510K ﹤0.01%
46,109
-210,293
1923
$510K ﹤0.01%
8,357
-8,962
1924
$510K ﹤0.01%
8,447
-5,282
1925
$509K ﹤0.01%
9,517
-8,575
75 76
77
78 79