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
901
$2.61M 0.01%
26,034
-2,467
902
$2.61M 0.01%
43,493
-44,044
903
$2.6M 0.01%
+27,856
904
$2.6M 0.01%
53,885
+208
905
$2.6M 0.01%
40,261
-41,265
906
$2.6M 0.01%
7,167
-9,290
907
$2.6M 0.01%
30,974
-1,217
908
$2.59M 0.01%
54,593
-1,593
909
$2.59M 0.01%
353,924
-18,898
910
$2.59M 0.01%
50,640
+2,515
911
$2.56M 0.01%
166,975
+10,717
912
$2.54M 0.01%
55,865
+11,174
913
$2.54M 0.01%
86,858
-162,539
914
$2.53M 0.01%
27,427
-1,344
915
$2.52M 0.01%
428,211
-13,694
916
$2.5M 0.01%
199,823
+44,718
917
$2.49M 0.01%
37,677
-50,147
918
$2.49M 0.01%
105,987
-2,851
919
$2.49M 0.01%
49,138
+33,858
920
$2.47M 0.01%
5,092
+1,005
921
$2.46M 0.01%
58,686
-14,528
922
$2.45M 0.01%
27,319
-9,819
923
$2.44M 0.01%
43,803
-16,251
924
$2.43M 0.01%
43,972
-8,332
925
$2.43M 0.01%
14,050
-263
35 36
37
38 39