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
626
$4.45M 0.03%
158,288
+372
627
$4.44M 0.03%
171,470
+5,531
628
$4.44M 0.03%
123,630
+22,521
629
$4.41M 0.02%
56,541
-830
630
$4.39M 0.02%
153,595
+6,652
631
$4.39M 0.02%
127,648
+29,140
632
$4.38M 0.02%
145,750
-14,350
633
$4.38M 0.02%
236,591
+18,393
634
$4.37M 0.02%
48,684
+5,460
635
$4.3M 0.02%
31,635
-77
636
$4.29M 0.02%
56,403
-823
637
$4.29M 0.02%
88,725
+17,889
638
$4.28M 0.02%
101,229
-4,078
639
$4.26M 0.02%
59,038
+503
640
$4.26M 0.02%
165,007
-6,611
641
$4.26M 0.02%
25,064
+1,566
642
$4.21M 0.02%
112,344
+1,755
643
$4.2M 0.02%
137,997
+72,710
644
$4.19M 0.02%
52,048
+4,877
645
$4.19M 0.02%
136,530
+7,324
646
$4.18M 0.02%
157,840
+29,156
647
$4.18M 0.02%
14,452
+450
648
$4.18M 0.02%
143,754
+32,427
649
$4.17M 0.02%
184,827
-9,116
650
$4.11M 0.02%
205,447
-292,161
24 25
26
27 28