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
876
$2.71M 0.02%
153,185
-1,857
877
$2.71M 0.02%
55,519
+3,330
878
$2.71M 0.02%
53,539
+41,662
879
$2.7M 0.02%
144,336
+4,897
880
$2.69M 0.02%
47,844
-985
881
$2.68M 0.02%
78,779
-22,176
882
$2.67M 0.02%
38,409
+10
883
$2.67M 0.02%
96,956
+6,204
884
$2.67M 0.02%
257,980
+30,639
885
$2.67M 0.02%
185,064
-902
886
$2.67M 0.02%
61,111
-16,870
887
$2.66M 0.02%
229,665
-8,273
888
$2.66M 0.02%
56,058
+2,424
889
$2.66M 0.02%
6,632
+2,408
890
$2.66M 0.02%
12,510
-13,328
891
$2.66M 0.02%
154,422
-12,224
892
$2.65M 0.01%
78,818
+910
893
$2.65M 0.01%
106,000
-1,910
894
$2.65M 0.01%
17,393
+1,327
895
$2.65M 0.01%
25,274
-245
896
$2.64M 0.01%
127,910
-70,944
897
$2.62M 0.01%
198,413
+22,182
898
$2.61M 0.01%
67,449
-100,701
899
$2.61M 0.01%
73,727
+55,170
900
$2.61M 0.01%
6,276
-126
34 35
36
37 38