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
751
$3.38M 0.02%
50,041
-5,400
752
$3.38M 0.02%
97,009
+1,099
753
$3.38M 0.02%
94,372
-21,932
754
$3.38M 0.02%
129,392
+2,751
755
$3.38M 0.02%
158,503
+7,966
756
$3.37M 0.02%
44,751
+15,676
757
$3.36M 0.02%
44,848
+3,332
758
$3.36M 0.02%
78,333
-5,615
759
$3.36M 0.02%
118,026
-4,723
760
$3.36M 0.02%
90,797
-5,857
761
$3.36M 0.02%
58,756
-1,391
762
$3.36M 0.02%
192,395
-3,491
763
$3.35M 0.02%
105,018
-330
764
$3.35M 0.02%
80,027
+6,453
765
$3.33M 0.02%
41,707
+688
766
$3.32M 0.02%
89,306
+596
767
$3.3M 0.02%
112,991
-49,357
768
$3.3M 0.02%
+94,652
769
$3.29M 0.02%
84,797
-5,212
770
$3.29M 0.02%
68,170
+10,363
771
$3.28M 0.02%
121,714
+91,070
772
$3.28M 0.02%
9,428
-8,095
773
$3.27M 0.02%
57,901
+8,562
774
$3.26M 0.02%
77,877
-2,556
775
$3.25M 0.02%
86,160
+95
29 30
31
32 33