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
251
$13.7M 0.08%
613,697
-39,875
252
$13.6M 0.08%
276,389
+23,920
253
$13.4M 0.08%
101,904
-9,376
254
$13.4M 0.08%
139,083
+20,486
255
$13.4M 0.08%
480,851
+78,591
256
$13.4M 0.08%
28,390
+1,197
257
$13.3M 0.08%
168,430
-1,020
258
$13.1M 0.07%
459,066
-211
259
$13M 0.07%
257,037
+29,426
260
$13M 0.07%
32
261
$13M 0.07%
265,154
+8,415
262
$13M 0.07%
83,790
-1,731
263
$12.9M 0.07%
571,144
+3,970
264
$12.9M 0.07%
+201,011
265
$12.9M 0.07%
254,715
+48,230
266
$12.9M 0.07%
56,269
+1,568
267
$12.8M 0.07%
209,096
+67,125
268
$12.8M 0.07%
23,257
-3,223
269
$12.8M 0.07%
60,306
+5,784
270
$12.7M 0.07%
601,259
+397,365
271
$12.6M 0.07%
152,154
-1,576
272
$12.5M 0.07%
136,578
+12,361
273
$12.4M 0.07%
154,164
+5,282
274
$12.4M 0.07%
152,738
-4,320
275
$12.3M 0.07%
742,110
+92,536
9 10
11
12 13