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
551
$5.21M 0.03%
276,007
-702
552
$5.21M 0.03%
70,134
+2,176
553
$5.21M 0.03%
395,222
+7,760
554
$5.21M 0.03%
118,458
+6,413
555
$5.21M 0.03%
228,275
+25,043
556
$5.18M 0.03%
184,178
-3,412
557
$5.15M 0.03%
91,569
+6,649
558
$5.12M 0.03%
149,672
+67,386
559
$5.12M 0.03%
193,321
+1,970
560
$5.05M 0.03%
171,757
+62,175
561
$5.05M 0.03%
129,893
+2,260
562
$5.02M 0.03%
208,897
-1,164
563
$5.02M 0.03%
178,989
-4,105
564
$5.02M 0.03%
436,477
-21,068
565
$5.01M 0.03%
156,190
+3,330
566
$5.01M 0.03%
318,918
+116,337
567
$5M 0.03%
127,186
-122,869
568
$4.99M 0.03%
94,118
+329
569
$4.99M 0.03%
148,182
-4,271
570
$4.98M 0.03%
66,582
+24,126
571
$4.97M 0.03%
161,325
-3,418
572
$4.97M 0.03%
22,938
+5,540
573
$4.96M 0.03%
90,417
+362
574
$4.95M 0.03%
78,593
-1,596
575
$4.95M 0.03%
+49,339
21 22
23
24 25