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
726
$3.52M 0.02%
+103,771
727
$3.51M 0.02%
38,939
+741
728
$3.5M 0.02%
150,692
-3,512
729
$3.5M 0.02%
140,472
-13,295
730
$3.49M 0.02%
37,651
-9,343
731
$3.49M 0.02%
104,798
-604
732
$3.49M 0.02%
38,388
-4,530
733
$3.48M 0.02%
57,144
-2,542
734
$3.47M 0.02%
+58,835
735
$3.47M 0.02%
105,554
+45,310
736
$3.46M 0.02%
286,377
+34,903
737
$3.46M 0.02%
71,264
+18,029
738
$3.46M 0.02%
+84,764
739
$3.46M 0.02%
46,496
+8,618
740
$3.46M 0.02%
111,840
-7,805
741
$3.45M 0.02%
+38,487
742
$3.45M 0.02%
85,335
-1,797
743
$3.45M 0.02%
46,847
+12,620
744
$3.44M 0.02%
46,786
-17,942
745
$3.44M 0.02%
81,721
+19,475
746
$3.41M 0.02%
41,245
-1,308
747
$3.4M 0.02%
118,885
-8,853
748
$3.4M 0.02%
134,434
+112,213
749
$3.4M 0.02%
+189,922
750
$3.4M 0.02%
57,036
+4,076
28 29
30
31 32