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
426
$7.05M 0.04%
52,866
-536
427
$7.05M 0.04%
123,695
+24,915
428
$7.01M 0.04%
361,989
-46,275
429
$6.96M 0.04%
87,004
-7,008
430
$6.92M 0.04%
360,544
+13,647
431
$6.89M 0.04%
86,808
-7,465
432
$6.89M 0.04%
240,606
-14,253
433
$6.85M 0.04%
86,869
+2,090
434
$6.84M 0.04%
187,121
-124,882
435
$6.84M 0.04%
60,955
-530
436
$6.84M 0.04%
357,757
+9,835
437
$6.83M 0.04%
155,175
-9,230
438
$6.81M 0.04%
97,587
-3,993
439
$6.81M 0.04%
33,452
+752
440
$6.8M 0.04%
303,506
-5,908
441
$6.78M 0.04%
69,799
+106
442
$6.77M 0.04%
62,131
+28,474
443
$6.73M 0.04%
287,456
-17,990
444
$6.72M 0.04%
139,245
+21,236
445
$6.71M 0.04%
66,034
+577
446
$6.7M 0.04%
100,046
+27,420
447
$6.68M 0.04%
32,153
+382
448
$6.67M 0.04%
60,661
+23,016
449
$6.65M 0.04%
94,643
-174
450
$6.64M 0.04%
62,177
-9,392
16 17
18
19 20