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
301
$11M 0.06%
121,372
-7,171
302
$11M 0.06%
544,491
+9,363
303
$10.9M 0.06%
65,584
+27,372
304
$10.8M 0.06%
147,254
-14,562
305
$10.8M 0.06%
616,034
-70,548
306
$10.7M 0.06%
488,743
+254,616
307
$10.7M 0.06%
150,035
-633
308
$10.6M 0.06%
630,413
+44,582
309
$10.6M 0.06%
260,362
-59,328
310
$10.6M 0.06%
163,905
-84,008
311
$10.6M 0.06%
106,874
+16,711
312
$10.6M 0.06%
240,359
-26,679
313
$10.5M 0.06%
47,478
-684
314
$10.4M 0.06%
511,201
+357,139
315
$10.4M 0.06%
92,570
+3,529
316
$10.4M 0.06%
279,783
+2,399
317
$10.4M 0.06%
1,222,747
+448,945
318
$10.4M 0.06%
215,326
+111,350
319
$10.4M 0.06%
49,379
+2,512
320
$10.3M 0.06%
205,692
+22,288
321
$10.3M 0.06%
384,724
+59,665
322
$10.3M 0.06%
346,180
-10,429
323
$10.3M 0.06%
537,655
+159,284
324
$10.2M 0.06%
124,367
+2,093
325
$10.2M 0.06%
44,897
+2,638
11 12
13
14 15