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
276
$12.3M 0.07%
30,686
+3,774
277
$12.3M 0.07%
86,442
-1,628
278
$12.3M 0.07%
377,719
+48,114
279
$12.1M 0.07%
73,355
-1,470
280
$12.1M 0.07%
139,715
+2,012
281
$12.1M 0.07%
1,016,165
-22,951
282
$12.1M 0.07%
244,181
+3,812
283
$12.1M 0.07%
261,464
+849
284
$12M 0.07%
506,146
+43,208
285
$12M 0.07%
284,382
+17,896
286
$11.8M 0.07%
195,624
+6,458
287
$11.8M 0.07%
146,638
+22,892
288
$11.8M 0.07%
286,698
-8,716
289
$11.7M 0.07%
306,529
+62,027
290
$11.7M 0.07%
232,112
+38,047
291
$11.5M 0.06%
262,999
+12,951
292
$11.4M 0.06%
97,857
-7,454
293
$11.4M 0.06%
605,262
+21,916
294
$11.3M 0.06%
106,089
+7,110
295
$11.3M 0.06%
43,759
+3,295
296
$11.3M 0.06%
515,992
+24,610
297
$11.2M 0.06%
336,312
+13,731
298
$11.2M 0.06%
286,359
-29,629
299
$11.2M 0.06%
89,647
-9,895
300
$11.1M 0.06%
181,720
-2,433
10 11
12
13 14