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
951
$2.33M 0.01%
492,351
-16,356
952
$2.33M 0.01%
53,225
-615
953
$2.33M 0.01%
72,733
+6,599
954
$2.33M 0.01%
45,456
-444
955
$2.32M 0.01%
77,917
-29,851
956
$2.32M 0.01%
54,160
+805
957
$2.32M 0.01%
102,167
-7,659
958
$2.32M 0.01%
17,069
+278
959
$2.32M 0.01%
195,337
+16,207
960
$2.32M 0.01%
15,228
+1,378
961
$2.31M 0.01%
80,925
+23,057
962
$2.3M 0.01%
25,924
-15,993
963
$2.29M 0.01%
220,724
+138,635
964
$2.29M 0.01%
14,037
+31
965
$2.29M 0.01%
363,022
-66,920
966
$2.29M 0.01%
207,738
-10,621
967
$2.28M 0.01%
47,651
+4,061
968
$2.28M 0.01%
213,018
+102,276
969
$2.26M 0.01%
84,683
+55
970
$2.24M 0.01%
72,811
+448
971
$2.23M 0.01%
75,300
+1,089
972
$2.22M 0.01%
50,566
+10,625
973
$2.22M 0.01%
32,713
+620
974
$2.21M 0.01%
58,254
-3,261
975
$2.21M 0.01%
104,418
+29,980
37 38
39
40 41