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
676
$3.89M 0.02%
+91,972
677
$3.88M 0.02%
121,259
+11,988
678
$3.88M 0.02%
80,242
+249
679
$3.88M 0.02%
+39,306
680
$3.87M 0.02%
51,187
-21,382
681
$3.86M 0.02%
155,079
+5,229
682
$3.85M 0.02%
54,339
-75
683
$3.85M 0.02%
83,664
+2,592
684
$3.84M 0.02%
255,212
-1,043
685
$3.83M 0.02%
29,468
-5,745
686
$3.82M 0.02%
21,084
-66
687
$3.81M 0.02%
27,993
+10,476
688
$3.8M 0.02%
127,766
-4,648
689
$3.8M 0.02%
118,052
+19,912
690
$3.8M 0.02%
+36,648
691
$3.79M 0.02%
127,101
+22,563
692
$3.79M 0.02%
78,451
-39,980
693
$3.78M 0.02%
128,324
-20,130
694
$3.77M 0.02%
146,560
+9,777
695
$3.77M 0.02%
27,466
+5,899
696
$3.76M 0.02%
606,714
+43,541
697
$3.75M 0.02%
80,604
-445
698
$3.73M 0.02%
75,495
+13,459
699
$3.71M 0.02%
137,700
-16,750
700
$3.71M 0.02%
166,189
+141,760
26 27
28
29 30