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
401
$7.58M 0.04%
275,832
-154
402
$7.57M 0.04%
206,832
-9,825
403
$7.52M 0.04%
155,599
-16,962
404
$7.52M 0.04%
105,454
+2,406
405
$7.5M 0.04%
42,115
+4,179
406
$7.49M 0.04%
920,943
+62,946
407
$7.47M 0.04%
27,713
+4,051
408
$7.46M 0.04%
83,312
+9,329
409
$7.42M 0.04%
225,769
+11,969
410
$7.39M 0.04%
51,148
-1,422
411
$7.39M 0.04%
125,486
-37,011
412
$7.39M 0.04%
59,324
+11,465
413
$7.39M 0.04%
321,463
+40,229
414
$7.36M 0.04%
1,111,950
+244,518
415
$7.34M 0.04%
52,654
+3,982
416
$7.26M 0.04%
56,304
+415
417
$7.25M 0.04%
121,368
-4,006
418
$7.24M 0.04%
144,790
-5,495
419
$7.21M 0.04%
63,136
+25,986
420
$7.21M 0.04%
84,020
-13,071
421
$7.18M 0.04%
80,284
+3,403
422
$7.13M 0.04%
97,399
+90
423
$7.1M 0.04%
230,915
-9,160
424
$7.1M 0.04%
37,886
+223
425
$7.08M 0.04%
216,815
+3,262
15 16
17
18 19