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
476
$6.13M 0.03%
43,774
+2,055
477
$6.12M 0.03%
300,282
+167,634
478
$6.11M 0.03%
264,800
-74,929
479
$6.1M 0.03%
165,624
-302
480
$6.08M 0.03%
254,197
-20,820
481
$6.07M 0.03%
559,110
-22,869
482
$6.06M 0.03%
94,659
+13,057
483
$6.04M 0.03%
185,168
-27,880
484
$6.02M 0.03%
187,769
-12,663
485
$6.01M 0.03%
122,334
-2,983
486
$6M 0.03%
176,327
+40,450
487
$5.99M 0.03%
28,951
+3,075
488
$5.97M 0.03%
2,789
-50
489
$5.97M 0.03%
26,796
+656
490
$5.94M 0.03%
260,197
+129,701
491
$5.94M 0.03%
46,273
+8,411
492
$5.94M 0.03%
421,176
-12,254
493
$5.93M 0.03%
15,317
+985
494
$5.93M 0.03%
204,387
+6,552
495
$5.93M 0.03%
82,541
+6,643
496
$5.92M 0.03%
111,286
+80,422
497
$5.9M 0.03%
240,323
-4,466
498
$5.89M 0.03%
107,125
-9,913
499
$5.88M 0.03%
279,700
-25,275
500
$5.87M 0.03%
52,558
+3,654
18 19
20
21 22