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
1926
$508K ﹤0.01%
6,399
+1,188
1927
$507K ﹤0.01%
8,943
+2,350
1928
$507K ﹤0.01%
8,140
+1,431
1929
$506K ﹤0.01%
23,701
-4,234
1930
$506K ﹤0.01%
10,297
+324
1931
$505K ﹤0.01%
8,206
+1,209
1932
$503K ﹤0.01%
1,861
-38
1933
$502K ﹤0.01%
7,065
+984
1934
$502K ﹤0.01%
12,333
-488
1935
$501K ﹤0.01%
9,597
+505
1936
$500K ﹤0.01%
15,849
-1,958
1937
$500K ﹤0.01%
20,609
+757
1938
$500K ﹤0.01%
21,552
-194
1939
$499K ﹤0.01%
10,205
-625
1940
$498K ﹤0.01%
17,001
-1,670
1941
$497K ﹤0.01%
23,378
+4,588
1942
$497K ﹤0.01%
27,057
-46,034
1943
$497K ﹤0.01%
5,024
+1,119
1944
$496K ﹤0.01%
3,512
+290
1945
$494K ﹤0.01%
21,408
-501
1946
$494K ﹤0.01%
85,563
+4,005
1947
$492K ﹤0.01%
3,694
+34
1948
$492K ﹤0.01%
6,368
+414
1949
$489K ﹤0.01%
10,269
-1
1950
$488K ﹤0.01%
14,976
-1,531
76 77
78
79 80