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 8.86%
2 Financials 4.76%
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
2376
$293K ﹤0.01%
6,716
+1,599
2377
$293K ﹤0.01%
+7,791
2378
$293K ﹤0.01%
14,903
+24
2379
$291K ﹤0.01%
15,737
+213
2380
$291K ﹤0.01%
242,104
+67,848
2381
$291K ﹤0.01%
8,360
+507
2382
$291K ﹤0.01%
10,237
-77
2383
$290K ﹤0.01%
3,252
-7,501
2384
$289K ﹤0.01%
+32,340
2385
$289K ﹤0.01%
4,112
+251
2386
$289K ﹤0.01%
+6,872
2387
$289K ﹤0.01%
13,036
+2,120
2388
$288K ﹤0.01%
+13,060
2389
$288K ﹤0.01%
6,382
+11
2390
$287K ﹤0.01%
15,068
-1,792
2391
$287K ﹤0.01%
6,754
+1,394
2392
$287K ﹤0.01%
+3,539
2393
$287K ﹤0.01%
6,710
-208
2394
$287K ﹤0.01%
26,456
+1,707
2395
$287K ﹤0.01%
+12,352
2396
$286K ﹤0.01%
7,964
+858
2397
$286K ﹤0.01%
2,478
+125
2398
$285K ﹤0.01%
2,944
-476
2399
$285K ﹤0.01%
17,009
-39,231
2400
$285K ﹤0.01%
77,449
94 95
96
97 98