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
801
$3.11M 0.02%
87,574
-2,352
802
$3.1M 0.02%
81,463
+6,635
803
$3.1M 0.02%
235,932
-3,745
804
$3.1M 0.02%
41,216
+1,224
805
$3.1M 0.02%
115,354
+5,991
806
$3.09M 0.02%
9,370
+76
807
$3.08M 0.02%
140,415
+38,081
808
$3.07M 0.02%
53,266
+2,208
809
$3.07M 0.02%
+123,781
810
$3.06M 0.02%
435,192
+2,473
811
$3.05M 0.02%
53,130
+311
812
$3.05M 0.02%
88,628
+1,465
813
$3.05M 0.02%
163,051
+26,030
814
$3.04M 0.02%
27,444
+207
815
$3.03M 0.02%
92,858
+2,086
816
$3.03M 0.02%
98,439
+664
817
$3.02M 0.02%
136,401
-34,859
818
$3.02M 0.02%
85,608
-5,741
819
$3.02M 0.02%
193,946
-14,542
820
$3.02M 0.02%
95,188
+3,406
821
$3.01M 0.02%
75,789
+1,948
822
$3.01M 0.02%
146,052
-176,401
823
$3M 0.02%
23,849
+3,628
824
$3M 0.02%
225,172
-145,395
825
$2.99M 0.02%
50,381
+3,053
31 32
33
34 35