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
651
$4.11M 0.02%
178,554
-85,614
652
$4.11M 0.02%
143,592
+22,679
653
$4.09M 0.02%
120,362
-5,589
654
$4.08M 0.02%
77,669
+5,540
655
$4.07M 0.02%
264,662
+15,239
656
$4.07M 0.02%
110,215
+45,985
657
$4.05M 0.02%
40,873
+203
658
$4.05M 0.02%
201,849
+65,188
659
$4.04M 0.02%
75,526
-3,663
660
$4.03M 0.02%
61,788
+19,827
661
$4.03M 0.02%
35,058
+908
662
$4.02M 0.02%
142,460
+5,248
663
$3.99M 0.02%
480,409
+18,760
664
$3.98M 0.02%
17,756
-4,363
665
$3.96M 0.02%
183,403
+27,753
666
$3.96M 0.02%
+91,409
667
$3.96M 0.02%
127,635
-2,190
668
$3.94M 0.02%
189,229
-1,072
669
$3.94M 0.02%
197,279
+137,191
670
$3.93M 0.02%
94,505
-1,134
671
$3.93M 0.02%
330,571
+24,694
672
$3.92M 0.02%
42,796
+6,418
673
$3.91M 0.02%
53,800
-3,432
674
$3.91M 0.02%
129,438
+637
675
$3.91M 0.02%
14,464
+2,080
25 26
27
28 29