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
126
$27.9M 0.16%
247,328
+3,844
127
$27.8M 0.16%
736,338
-2,579
128
$27.7M 0.16%
495,262
+9,455
129
$27.5M 0.16%
202,504
+1,026
130
$27.4M 0.15%
568,974
-26,385
131
$27.3M 0.15%
494,723
+24,830
132
$27M 0.15%
454,956
+301,665
133
$26.9M 0.15%
136,274
-6,708
134
$26.8M 0.15%
341,772
-420
135
$26.5M 0.15%
1,224,865
-98,119
136
$26.4M 0.15%
140,350
-312
137
$26.2M 0.15%
870,424
+307,050
138
$26.2M 0.15%
991,059
+127,076
139
$25.8M 0.15%
282,351
+15,531
140
$25.7M 0.15%
578,581
+160,937
141
$25.7M 0.14%
265,629
+414
142
$25.3M 0.14%
434,338
+50,588
143
$25.3M 0.14%
398,920
+3,351
144
$25.3M 0.14%
211,397
+81,557
145
$25.2M 0.14%
405,353
+4,881
146
$25M 0.14%
210,421
+1,331
147
$24.9M 0.14%
803,459
+53,212
148
$24.8M 0.14%
294,843
-134
149
$24.8M 0.14%
204,574
-1,818
150
$24.5M 0.14%
762,820
+233,600
4 5
6
7 8