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
501
$5.84M 0.03%
15,464
-1,833
502
$5.83M 0.03%
70,402
-3,798
503
$5.82M 0.03%
104,938
+38,719
504
$5.79M 0.03%
228,247
-19,352
505
$5.78M 0.03%
91,907
-29,991
506
$5.77M 0.03%
126,519
-7,990
507
$5.75M 0.03%
57,629
+2,360
508
$5.75M 0.03%
25,016
+731
509
$5.73M 0.03%
117,698
-10,607
510
$5.7M 0.03%
38,187
+2,054
511
$5.7M 0.03%
141,868
+7,865
512
$5.68M 0.03%
73,043
-2,482
513
$5.68M 0.03%
112,763
-12,774
514
$5.68M 0.03%
163,395
-4,198
515
$5.67M 0.03%
84,453
-18,778
516
$5.61M 0.03%
172,626
-262
517
$5.58M 0.03%
200,930
+12,235
518
$5.58M 0.03%
136,334
+16,428
519
$5.56M 0.03%
166,069
+20,100
520
$5.55M 0.03%
129,167
+518
521
$5.55M 0.03%
111,488
-5,158
522
$5.54M 0.03%
59,155
-942
523
$5.53M 0.03%
256,522
+19,504
524
$5.53M 0.03%
23,540
-1,340
525
$5.53M 0.03%
27,302
+417
19 20
21
22 23