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
26
$97.8M 0.55%
2,514,940
+163,564
27
$92.8M 0.52%
433,724
+30,044
28
$92.6M 0.52%
2,547,337
+694,004
29
$91.9M 0.52%
953,902
-25,143
30
$88.7M 0.5%
922,725
+26,825
31
$85.4M 0.48%
977,624
+30,964
32
$83.6M 0.47%
511,937
+9,340
33
$81.4M 0.46%
1,588,346
+238,167
34
$81.3M 0.46%
6,696,010
+79,490
35
$79.8M 0.45%
632,070
+33,486
36
$78.7M 0.44%
990,454
+81,010
37
$78.6M 0.44%
1,915,153
+247,240
38
$77.4M 0.44%
500,701
-177,998
39
$75.8M 0.43%
596,027
-21,811
40
$75.6M 0.43%
1,723,350
-12,550
41
$72.6M 0.41%
1,223,816
+693,214
42
$71.9M 0.41%
535,639
+22,820
43
$69.1M 0.39%
940,997
-76,187
44
$68.7M 0.39%
135,968
+2,779
45
$68.1M 0.38%
1,357,517
+448,967
46
$68M 0.38%
650,887
-19,375
47
$67.9M 0.38%
715,919
+12,285
48
$66.8M 0.38%
1,589,949
-125,979
49
$65.6M 0.37%
752,820
-15,811
50
$63.7M 0.36%
443,472
+6,100
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