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
226
$15.9M 0.09%
422,492
+54,725
227
$15.9M 0.09%
185,705
-7,068
228
$15.9M 0.09%
673,300
-28,930
229
$15.8M 0.09%
356,470
+37,430
230
$15.7M 0.09%
360,979
-8,530
231
$15.6M 0.09%
387,476
-16,751
232
$15.4M 0.09%
108,273
-8,975
233
$15.2M 0.09%
344,517
-58,709
234
$15.1M 0.09%
74,636
+945
235
$14.7M 0.08%
571,342
-21,375
236
$14.7M 0.08%
337,296
-9,461
237
$14.6M 0.08%
75,158
-1,574
238
$14.6M 0.08%
190,615
+4,497
239
$14.6M 0.08%
1,041,282
+301,005
240
$14.5M 0.08%
602,731
+208,437
241
$14.5M 0.08%
494,799
-2,298
242
$14.3M 0.08%
535,976
+9,781
243
$14.2M 0.08%
597,344
-59,088
244
$14.2M 0.08%
613,498
-22,584
245
$14M 0.08%
67,098
+23,747
246
$13.9M 0.08%
204,373
+12,851
247
$13.9M 0.08%
396,997
+6,709
248
$13.9M 0.08%
398,840
+8,537
249
$13.8M 0.08%
172,224
+19,142
250
$13.7M 0.08%
46,869
-1,232
8 9
10
11 12