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
826
$2.98M 0.02%
46,304
+3,467
827
$2.98M 0.02%
163,964
-1,343
828
$2.98M 0.02%
22,175
+2,404
829
$2.97M 0.02%
43,619
+20,950
830
$2.96M 0.02%
27,839
+961
831
$2.93M 0.02%
90,068
+870
832
$2.92M 0.02%
83,945
-23,854
833
$2.91M 0.02%
21,996
-1,514
834
$2.9M 0.02%
172,377
+10,136
835
$2.9M 0.02%
30,112
+8,975
836
$2.9M 0.02%
131,211
+19,584
837
$2.9M 0.02%
89,505
-3,759
838
$2.89M 0.02%
123,906
+25,710
839
$2.88M 0.02%
112,097
+1,021
840
$2.88M 0.02%
20,812
841
$2.87M 0.02%
35,502
+3,880
842
$2.87M 0.02%
70,643
+1,175
843
$2.86M 0.02%
133,179
+1,162
844
$2.86M 0.02%
46,987
+3,067
845
$2.85M 0.02%
86,700
+10,639
846
$2.85M 0.02%
135,870
+10,039
847
$2.85M 0.02%
102,663
-3,950
848
$2.84M 0.02%
67,865
-99
849
$2.84M 0.02%
124,289
+1,357
850
$2.84M 0.02%
212,952
-295
32 33
34
35 36