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
2401
$285K ﹤0.01%
22,235
-382
2402
$285K ﹤0.01%
3,027
-384
2403
$285K ﹤0.01%
2,338
+160
2404
$284K ﹤0.01%
30,252
+1,453
2405
$284K ﹤0.01%
34,476
2406
$283K ﹤0.01%
8,806
+478
2407
$283K ﹤0.01%
8,383
-203
2408
$283K ﹤0.01%
2,607
+305
2409
$283K ﹤0.01%
2,506
+1,185
2410
$283K ﹤0.01%
7,210
-2,266
2411
$283K ﹤0.01%
13,200
-6,500
2412
$283K ﹤0.01%
37,808
-1,751
2413
$282K ﹤0.01%
53,220
+2,565
2414
$282K ﹤0.01%
1,401
-486
2415
$281K ﹤0.01%
12,536
-515
2416
$281K ﹤0.01%
30,711
2417
$281K ﹤0.01%
4,862
+78
2418
$280K ﹤0.01%
3,703
+73
2419
$280K ﹤0.01%
18,652
+3,108
2420
$280K ﹤0.01%
11,759
+457
2421
$279K ﹤0.01%
18,785
-49
2422
$279K ﹤0.01%
14,614
-4,271
2423
$278K ﹤0.01%
2,263
-1,061
2424
$278K ﹤0.01%
4,381
-53
2425
$278K ﹤0.01%
+55,362
95 96
97
98 99