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
51
$62.1M 0.35%
225,152
+74
52
$61.5M 0.35%
1,684,505
-133,008
53
$60.3M 0.34%
339,642
-7,206
54
$59.8M 0.34%
1,366,879
-19,404
55
$58.3M 0.33%
1,293,179
-59,489
56
$57.3M 0.32%
1,087,674
-466,356
57
$56.7M 0.32%
540,738
-107,483
58
$56.7M 0.32%
331,847
+1,386
59
$54.1M 0.31%
1,217,523
+28,108
60
$51.4M 0.29%
1,187,886
+61,371
61
$51.1M 0.29%
108,138
+3,308
62
$49.2M 0.28%
413,976
-6,970
63
$49M 0.28%
747,899
+29,760
64
$48.6M 0.27%
436,162
+36,155
65
$48M 0.27%
666,984
-48,645
66
$46.9M 0.26%
249,639
-481
67
$45.6M 0.26%
632,801
-344,732
68
$44.8M 0.25%
1,179,744
-697
69
$44.5M 0.25%
137,700
+11,846
70
$44.3M 0.25%
271,275
+13,372
71
$43.8M 0.25%
3,103,866
+53,277
72
$43.7M 0.25%
462,951
-29,335
73
$43M 0.24%
337,680
-10,880
74
$42.8M 0.24%
191,140
+4,852
75
$42.7M 0.24%
432,194
+92,254
1 2
3
4 5