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
576
$4.91M 0.03%
196,822
+162,374
577
$4.91M 0.03%
68,059
+1,914
578
$4.91M 0.03%
7,123
-2,529
579
$4.91M 0.03%
74,397
+24,863
580
$4.86M 0.03%
147,350
-5,554
581
$4.85M 0.03%
60,462
+28,052
582
$4.84M 0.03%
97,166
+804
583
$4.83M 0.03%
309,560
+33,539
584
$4.83M 0.03%
196,075
-23,834
585
$4.82M 0.03%
131,650
+5,420
586
$4.82M 0.03%
87,500
-12,384
587
$4.81M 0.03%
201,268
-1,134,064
588
$4.81M 0.03%
110,960
+2,281
589
$4.78M 0.03%
212,136
+3,305
590
$4.78M 0.03%
117,215
+53,126
591
$4.77M 0.03%
107,450
-35,690
592
$4.74M 0.03%
73,637
-47,410
593
$4.74M 0.03%
209,400
-88,510
594
$4.74M 0.03%
66,317
+3,622
595
$4.72M 0.03%
32,672
+3,468
596
$4.72M 0.03%
192,373
+13,306
597
$4.72M 0.03%
100,620
+1,650
598
$4.7M 0.03%
162,631
+16,878
599
$4.7M 0.03%
114,407
+4,375
600
$4.69M 0.03%
158,171
+43,829
22 23
24
25 26