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
1951
$488K ﹤0.01%
16,053
+3
1952
$487K ﹤0.01%
21,712
-368
1953
$487K ﹤0.01%
20,989
+1,327
1954
$485K ﹤0.01%
15,040
-890
1955
$485K ﹤0.01%
13,211
1956
$485K ﹤0.01%
23,625
-1,731
1957
$484K ﹤0.01%
65,452
1958
$484K ﹤0.01%
40,886
+2,000
1959
$483K ﹤0.01%
10,922
-200
1960
$483K ﹤0.01%
86,991
-10,206
1961
$482K ﹤0.01%
10,142
-966
1962
$481K ﹤0.01%
12,022
-486
1963
$481K ﹤0.01%
5,678
-2,302
1964
$481K ﹤0.01%
30,512
-3,075
1965
$481K ﹤0.01%
38,493
+2,362
1966
$480K ﹤0.01%
+19,333
1967
$480K ﹤0.01%
44,967
-2,816
1968
$480K ﹤0.01%
+4,923
1969
$479K ﹤0.01%
22,671
-2,932
1970
$479K ﹤0.01%
+9,889
1971
$479K ﹤0.01%
12,470
+28
1972
$478K ﹤0.01%
53,568
+688
1973
$478K ﹤0.01%
12,373
+589
1974
$477K ﹤0.01%
15,258
+1,405
1975
$476K ﹤0.01%
4,201
-276
77 78
79
80 81