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
451
$6.63M 0.04%
37,420
+251
452
$6.63M 0.04%
97,448
+20,847
453
$6.62M 0.04%
75,307
+42,518
454
$6.61M 0.04%
93,420
+2,644
455
$6.6M 0.04%
72,071
+10,800
456
$6.57M 0.04%
187,296
+12,042
457
$6.49M 0.04%
3,951
-492
458
$6.47M 0.04%
150,254
-6,028
459
$6.47M 0.04%
112,699
+79
460
$6.47M 0.04%
61,582
-3,735
461
$6.46M 0.04%
104,021
+1,430
462
$6.43M 0.04%
217,103
+15,010
463
$6.43M 0.04%
199,353
+10,413
464
$6.42M 0.04%
159,261
-5,198
465
$6.4M 0.04%
184,591
+11,098
466
$6.38M 0.04%
72,028
+98
467
$6.37M 0.04%
178,353
+10,795
468
$6.29M 0.04%
87,494
+3,123
469
$6.24M 0.04%
113,755
-7,637
470
$6.21M 0.04%
164,911
-63,417
471
$6.2M 0.03%
129,075
+35,408
472
$6.19M 0.03%
120,794
+1,900
473
$6.17M 0.03%
148,183
+797
474
$6.15M 0.03%
456,576
+42,162
475
$6.14M 0.03%
392,568
+3,704
17 18
19
20 21