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
101
$32.1M 0.18%
196,346
-5,056
102
$32.1M 0.18%
431,929
-151,108
103
$31.7M 0.18%
623,285
+3,450
104
$31.7M 0.18%
643,421
-21,223
105
$31.7M 0.18%
1,048,281
+42,202
106
$31.5M 0.18%
2,259,836
+82,048
107
$31.1M 0.18%
457,500
+35,710
108
$30.8M 0.17%
1,214,646
-147,502
109
$30.5M 0.17%
692,279
-6,918
110
$30.5M 0.17%
320,057
-8,402
111
$30.3M 0.17%
523,582
-78,823
112
$30.3M 0.17%
785,300
+25,136
113
$29.8M 0.17%
511,043
+18,780
114
$29.7M 0.17%
978,896
+718,678
115
$29.6M 0.17%
308,797
+131,211
116
$29.5M 0.17%
936,389
-143,464
117
$29.2M 0.16%
962,974
+67,864
118
$29.2M 0.16%
595,572
+542,609
119
$29M 0.16%
507,825
-14,895
120
$28.9M 0.16%
168,020
-10,446
121
$28.9M 0.16%
362,823
-195,910
122
$28.7M 0.16%
101,083
-389
123
$28.6M 0.16%
596,045
-4,320
124
$28.2M 0.16%
705,043
-54,880
125
$28.1M 0.16%
1,765,569
+50,409
3 4
5
6 7