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
976
$2.21M 0.01%
12,014
+2,580
977
$2.21M 0.01%
96,759
+16,561
978
$2.19M 0.01%
41,691
-26,113
979
$2.18M 0.01%
70,255
+12,922
980
$2.18M 0.01%
47,431
+28,881
981
$2.18M 0.01%
131,899
-5,895
982
$2.17M 0.01%
3,816
+239
983
$2.17M 0.01%
140,079
-3,892
984
$2.17M 0.01%
47,686
-3,883
985
$2.16M 0.01%
54,290
-7,235
986
$2.16M 0.01%
35,403
-982
987
$2.15M 0.01%
51,690
+30,697
988
$2.15M 0.01%
51,011
-21,365
989
$2.15M 0.01%
326,759
-7,618
990
$2.14M 0.01%
82,220
+9,709
991
$2.14M 0.01%
69,668
-26,295
992
$2.13M 0.01%
187,480
-2,408
993
$2.12M 0.01%
69,059
-3,931
994
$2.12M 0.01%
88,584
+8,421
995
$2.12M 0.01%
33,580
+189
996
$2.12M 0.01%
181,379
-4,090
997
$2.11M 0.01%
54,589
+2,296
998
$2.1M 0.01%
13,361
-365
999
$2.1M 0.01%
54,044
-2,308
1000
$2.09M 0.01%
155,264
+2,959
38 39
40
41 42