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
2276
$333K ﹤0.01%
+13,941
2277
$333K ﹤0.01%
19,244
-1,560
2278
$332K ﹤0.01%
2,198
-283
2279
$332K ﹤0.01%
20,027
-357
2280
$332K ﹤0.01%
18,145
+547
2281
$331K ﹤0.01%
11,806
+91
2282
$331K ﹤0.01%
29,320
-115
2283
$330K ﹤0.01%
5,644
+191
2284
$330K ﹤0.01%
8,798
+364
2285
$329K ﹤0.01%
30,137
+870
2286
$329K ﹤0.01%
8,196
+1,483
2287
$329K ﹤0.01%
10,584
-1,026
2288
$328K ﹤0.01%
+16,619
2289
$328K ﹤0.01%
15,986
+146
2290
$328K ﹤0.01%
14,217
+2,453
2291
$327K ﹤0.01%
16,265
-3,116
2292
$327K ﹤0.01%
+9,248
2293
$327K ﹤0.01%
6,507
+122
2294
$326K ﹤0.01%
3,426
-8
2295
$325K ﹤0.01%
21,735
-3,814
2296
$325K ﹤0.01%
59,498
-738
2297
$325K ﹤0.01%
+6,041
2298
$325K ﹤0.01%
4,334
-78
2299
$325K ﹤0.01%
19,160
+230
2300
$323K ﹤0.01%
1,064
+5
90 91
92
93 94