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
701
$3.7M 0.02%
28,055
+1,036
702
$3.69M 0.02%
17,176
-237
703
$3.69M 0.02%
70,929
+1,004
704
$3.69M 0.02%
44,094
+3,613
705
$3.68M 0.02%
103,817
+4,348
706
$3.68M 0.02%
73,021
-2,020
707
$3.68M 0.02%
23,699
+605
708
$3.65M 0.02%
440,815
-43,817
709
$3.65M 0.02%
83,830
-2,768
710
$3.64M 0.02%
101,642
+5,690
711
$3.64M 0.02%
13,017
-1,640
712
$3.63M 0.02%
94,540
+7,563
713
$3.63M 0.02%
34,558
+1,271
714
$3.61M 0.02%
58,183
-5,292
715
$3.6M 0.02%
93,432
+1,980
716
$3.6M 0.02%
44,219
-50,320
717
$3.6M 0.02%
90,134
+18,062
718
$3.6M 0.02%
23,494
-1,147
719
$3.59M 0.02%
11,865
-1,091
720
$3.59M 0.02%
28,751
+4,193
721
$3.58M 0.02%
238,687
-23,842
722
$3.58M 0.02%
119,435
+4,962
723
$3.55M 0.02%
283,191
+17,751
724
$3.55M 0.02%
32,862
-3,056
725
$3.54M 0.02%
62,673
+525
27 28
29
30 31