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
776
$3.25M 0.02%
20,624
-22,630
777
$3.24M 0.02%
+99,772
778
$3.24M 0.02%
113,052
+21,364
779
$3.24M 0.02%
146,983
+14,795
780
$3.23M 0.02%
91,081
+820
781
$3.23M 0.02%
53,487
-1,847
782
$3.22M 0.02%
77,941
+1,527
783
$3.22M 0.02%
259,959
+12,908
784
$3.21M 0.02%
+158,119
785
$3.21M 0.02%
15,954
+585
786
$3.2M 0.02%
19,202
+2,446
787
$3.2M 0.02%
39,464
+886
788
$3.2M 0.02%
77,323
-1,482
789
$3.2M 0.02%
149,895
-11,382
790
$3.18M 0.02%
38,231
+24,598
791
$3.17M 0.02%
+133,515
792
$3.16M 0.02%
109,355
+21,705
793
$3.15M 0.02%
62,842
-2,541
794
$3.14M 0.02%
285,804
+60,981
795
$3.14M 0.02%
65,964
+3,694
796
$3.14M 0.02%
11,324
-1,904
797
$3.14M 0.02%
567,996
+50,025
798
$3.13M 0.02%
67,489
+7,403
799
$3.13M 0.02%
68,486
-4,181
800
$3.13M 0.02%
41,370
-21,644
30 31
32
33 34