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
2051
$434K ﹤0.01%
5,148
-12,709
2052
$433K ﹤0.01%
27,643
-2,474
2053
$432K ﹤0.01%
12,809
+380
2054
$432K ﹤0.01%
1,754
-577
2055
$431K ﹤0.01%
25,899
-5,081
2056
$431K ﹤0.01%
15,242
+2,412
2057
$430K ﹤0.01%
1,266
-462
2058
$429K ﹤0.01%
+24,444
2059
$429K ﹤0.01%
10,509
-2,119
2060
$428K ﹤0.01%
25,434
+1,672
2061
$427K ﹤0.01%
70,363
-631
2062
$427K ﹤0.01%
17,198
+6,051
2063
$426K ﹤0.01%
26,824
-1,292
2064
$426K ﹤0.01%
14,240
+1,031
2065
$425K ﹤0.01%
77,887
+18,753
2066
$424K ﹤0.01%
6,079
-362
2067
$424K ﹤0.01%
25,051
-2,678
2068
$424K ﹤0.01%
4,352
+61
2069
$424K ﹤0.01%
6,454
-137
2070
$424K ﹤0.01%
19,016
-600
2071
$422K ﹤0.01%
32,598
-16,910
2072
$421K ﹤0.01%
9,004
+94
2073
$420K ﹤0.01%
10,634
+449
2074
$420K ﹤0.01%
7,829
-37,315
2075
$419K ﹤0.01%
14,370
+245
81 82
83
84 85