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
76
$42.5M 0.24%
296,419
-27,550
77
$42.3M 0.24%
1,899,780
-25,670
78
$41.1M 0.23%
427,755
+66,370
79
$41.1M 0.23%
195,308
+6,091
80
$40.7M 0.23%
725,823
+27,519
81
$40.2M 0.23%
174,044
+1,442
82
$40M 0.23%
799,412
+592,141
83
$38.9M 0.22%
496,268
+56,744
84
$38.5M 0.22%
446,948
+3,222
85
$37.9M 0.21%
2,234,256
+45,274
86
$37.6M 0.21%
276,894
-24,698
87
$37.5M 0.21%
743,526
+238,720
88
$37.4M 0.21%
1,642,955
+308,700
89
$36.9M 0.21%
287,470
-319,047
90
$36.9M 0.21%
223,837
-3,666
91
$36.7M 0.21%
459,129
+41,269
92
$35.7M 0.2%
617,446
-3,458
93
$34.9M 0.2%
693,500
+130,652
94
$34.6M 0.2%
120,493
+55
95
$33.9M 0.19%
87,808
-1,915
96
$33.9M 0.19%
507,593
-16,146
97
$33.3M 0.19%
468,409
-6,026
98
$32.9M 0.19%
2,147,438
+63,320
99
$32.7M 0.18%
270,213
-72,087
100
$32.6M 0.18%
198,897
-1,937
2 3
4
5 6