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
926
$2.43M 0.01%
64,797
+1,314
927
$2.42M 0.01%
63,359
+689
928
$2.42M 0.01%
20,770
+735
929
$2.42M 0.01%
63,658
+40,077
930
$2.42M 0.01%
53,509
-207
931
$2.41M 0.01%
109,657
-1
932
$2.41M 0.01%
73,632
+1,534
933
$2.41M 0.01%
47,063
-36,724
934
$2.41M 0.01%
97,008
-6,701
935
$2.4M 0.01%
41,544
+11,099
936
$2.4M 0.01%
26,429
+17,021
937
$2.4M 0.01%
118,689
-109,829
938
$2.4M 0.01%
19,258
-24,442
939
$2.39M 0.01%
38,389
-131,474
940
$2.39M 0.01%
35,080
+26,259
941
$2.38M 0.01%
61,789
-9,220
942
$2.38M 0.01%
33,214
-49
943
$2.38M 0.01%
8,864
+3,206
944
$2.37M 0.01%
119,693
+17,383
945
$2.36M 0.01%
11,192,160
+20,000
946
$2.36M 0.01%
28,227
-9,655
947
$2.36M 0.01%
43,497
-22,568
948
$2.35M 0.01%
31,042
+3,132
949
$2.35M 0.01%
86,134
-151
950
$2.34M 0.01%
2,822
-528
36 37
38
39 40