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
326
$10M 0.06%
60,950
-8,651
327
$10M 0.06%
48,919
-94
328
$9.99M 0.06%
116,476
+2,212
329
$9.97M 0.06%
904,196
+62,343
330
$9.96M 0.06%
161,510
+5,043
331
$9.84M 0.06%
598,638
+14,142
332
$9.81M 0.06%
174,832
+21,178
333
$9.73M 0.05%
197,505
-204,758
334
$9.73M 0.05%
466,275
+230,500
335
$9.69M 0.05%
170,148
+1,770
336
$9.66M 0.05%
932,168
+12,616
337
$9.64M 0.05%
90,120
+9,626
338
$9.56M 0.05%
210,551
+22,026
339
$9.55M 0.05%
257,010
+3,910
340
$9.41M 0.05%
69,763
+1,434
341
$9.37M 0.05%
357,113
-18,382
342
$9.33M 0.05%
103,634
-413,121
343
$9.28M 0.05%
62,522
-5,091
344
$9.26M 0.05%
160,578
+9,477
345
$9.19M 0.05%
259,191
+36,336
346
$9.16M 0.05%
439,638
-4,532
347
$9.1M 0.05%
306,841
+288,372
348
$9.1M 0.05%
935,986
-446,082
349
$9.02M 0.05%
19,860
+824
350
$9.01M 0.05%
60,743
+1,656
12 13
14
15 16