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
851
$2.84M 0.02%
62,036
+286
852
$2.84M 0.02%
17,602
+3,532
853
$2.82M 0.02%
56,555
+2,776
854
$2.82M 0.02%
77,022
-444
855
$2.82M 0.02%
67,851
+656
856
$2.82M 0.02%
85,310
+727
857
$2.81M 0.02%
102,131
+51,978
858
$2.81M 0.02%
120,105
+20,692
859
$2.81M 0.02%
49,120
+1,772
860
$2.81M 0.02%
11,135
+3,615
861
$2.8M 0.02%
64,655
-898
862
$2.8M 0.02%
33,625
-32,787
863
$2.79M 0.02%
31,766
-459
864
$2.78M 0.02%
41,343
-51,796
865
$2.78M 0.02%
262,826
+23,752
866
$2.78M 0.02%
85,704
+13,588
867
$2.78M 0.02%
56,565
+36,206
868
$2.77M 0.02%
45,138
+1,322
869
$2.77M 0.02%
381,467
-15,751
870
$2.77M 0.02%
240,398
+9,141
871
$2.76M 0.02%
27,127
+13,176
872
$2.75M 0.02%
68,867
+20,145
873
$2.75M 0.02%
97,743
+42,636
874
$2.75M 0.02%
44,095
+10,040
875
$2.72M 0.02%
81,339
+3,146
33 34
35
36 37