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
1976
$476K ﹤0.01%
406
-4
1977
$476K ﹤0.01%
13,742
-2,915
1978
$474K ﹤0.01%
15,259
+1,020
1979
$474K ﹤0.01%
7,655
+396
1980
$474K ﹤0.01%
1,705
+189
1981
$472K ﹤0.01%
13,545
-231
1982
$472K ﹤0.01%
17,591
+5,768
1983
$472K ﹤0.01%
22,014
-987
1984
$471K ﹤0.01%
6,700
+339
1985
$471K ﹤0.01%
+19,305
1986
$470K ﹤0.01%
69,845
+4,238
1987
$469K ﹤0.01%
7,784
-34,585
1988
$469K ﹤0.01%
21,116
+3,270
1989
$466K ﹤0.01%
16,355
+833
1990
$466K ﹤0.01%
47,439
+1,761
1991
$466K ﹤0.01%
+19,375
1992
$465K ﹤0.01%
72,687
-12,033
1993
$465K ﹤0.01%
54,295
-288
1994
$464K ﹤0.01%
7,812
-2,255
1995
$464K ﹤0.01%
15,571
-506
1996
$463K ﹤0.01%
8,186
+341
1997
$462K ﹤0.01%
108,218
-9,025
1998
$462K ﹤0.01%
2,056
-4,367
1999
$461K ﹤0.01%
7,497
+1,325
2000
$460K ﹤0.01%
13,750
+2,540
78 79
80
81 82