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
351
$8.9M 0.05%
70,510
-41,097
352
$8.89M 0.05%
26,168
+8,839
353
$8.88M 0.05%
204,025
-78,529
354
$8.78M 0.05%
+335,885
355
$8.75M 0.05%
136,367
-5,580
356
$8.73M 0.05%
58,454
-968
357
$8.73M 0.05%
242,451
-19,676
358
$8.71M 0.05%
94,070
-7,966
359
$8.7M 0.05%
346,542
+28,344
360
$8.68M 0.05%
85,475
-70,396
361
$8.63M 0.05%
74,289
+491
362
$8.63M 0.05%
103,773
-4,852
363
$8.6M 0.05%
36,948
+462
364
$8.6M 0.05%
115,504
-14,986
365
$8.58M 0.05%
47,197
+11,517
366
$8.58M 0.05%
670,551
-18,308
367
$8.58M 0.05%
128,708
+1,932
368
$8.54M 0.05%
39,772
+690
369
$8.5M 0.05%
193,839
+88,359
370
$8.49M 0.05%
47,014
-1,189
371
$8.48M 0.05%
35,373
+1,731
372
$8.48M 0.05%
82,625
+12,755
373
$8.47M 0.05%
248,563
+21,038
374
$8.46M 0.05%
40,960
+788
375
$8.45M 0.05%
188,659
-11,559
13 14
15
16 17