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
526
$5.52M 0.03%
321,539
+7,362
527
$5.51M 0.03%
175,640
+17,705
528
$5.5M 0.03%
74,074
+2,210
529
$5.47M 0.03%
68,948
-125,447
530
$5.46M 0.03%
204,126
+87,632
531
$5.45M 0.03%
104,986
-13,084
532
$5.45M 0.03%
30,881
+2,795
533
$5.43M 0.03%
221,118
-8,466
534
$5.43M 0.03%
170,281
-8,332
535
$5.42M 0.03%
20,492
+1,108
536
$5.4M 0.03%
101,280
-1,418
537
$5.39M 0.03%
49,363
-20
538
$5.38M 0.03%
287,612
+159,032
539
$5.34M 0.03%
269,034
+15,067
540
$5.34M 0.03%
70,384
-3,115
541
$5.32M 0.03%
467,903
-80,678
542
$5.29M 0.03%
135,640
+25,948
543
$5.29M 0.03%
127,539
-4,525
544
$5.26M 0.03%
43,655
-18,062
545
$5.25M 0.03%
77,727
+12,162
546
$5.25M 0.03%
32,293
-13,669
547
$5.25M 0.03%
287,175
+81,910
548
$5.25M 0.03%
30,872
-1,466
549
$5.24M 0.03%
151,222
-88,979
550
$5.24M 0.03%
146,780
-8,734
20 21
22
23 24