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
376
$8.42M 0.05%
39,878
+32,092
377
$8.42M 0.05%
427,652
+21,131
378
$8.41M 0.05%
431,052
+2,691
379
$8.37M 0.05%
310,543
+31,179
380
$8.35M 0.05%
188,136
+17,624
381
$8.29M 0.05%
251,411
+12,572
382
$8.25M 0.05%
115,599
-240
383
$8.19M 0.05%
330,963
-13,518
384
$8.16M 0.05%
295,014
+275
385
$8.16M 0.05%
504,212
-1,292,812
386
$8.09M 0.05%
77,134
-1,951
387
$8.02M 0.05%
121,402
+2,950
388
$7.98M 0.05%
97,412
+21,626
389
$7.97M 0.04%
163,415
-52,245
390
$7.93M 0.04%
98,275
+17,871
391
$7.92M 0.04%
935,908
+44,047
392
$7.86M 0.04%
203,688
-7,043
393
$7.8M 0.04%
62,827
+34,297
394
$7.78M 0.04%
129,822
-14,589
395
$7.78M 0.04%
76,486
-2,973
396
$7.73M 0.04%
27,871
+3,100
397
$7.69M 0.04%
45,091
+97
398
$7.68M 0.04%
118,990
+32,217
399
$7.62M 0.04%
278,924
+13,133
400
$7.62M 0.04%
111,087
-10,174
14 15
16
17 18