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
151
$24.5M 0.14%
235,317
+33,028
152
$24.3M 0.14%
451,622
-8,279
153
$24.3M 0.14%
303,247
+13,422
154
$24M 0.14%
286,280
-46,193
155
$23.8M 0.13%
959,038
-6,446
156
$23.7M 0.13%
121,591
+3,416
157
$23.7M 0.13%
77,072
+313
158
$23.6M 0.13%
219,717
-14,125
159
$23.6M 0.13%
602,966
+26,398
160
$23.5M 0.13%
140,753
-15,065
161
$23.4M 0.13%
162,687
+5,085
162
$23.3M 0.13%
2,077,182
+102,611
163
$23.2M 0.13%
478,945
+108,482
164
$23.1M 0.13%
318,841
+63,768
165
$23M 0.13%
889,306
-1,260
166
$22.3M 0.13%
445,661
-1,508
167
$22.1M 0.12%
245,569
+5,066
168
$21.8M 0.12%
344,600
-15,614
169
$21.7M 0.12%
509,581
+97,599
170
$21.7M 0.12%
1,296,577
-127,710
171
$21.6M 0.12%
1,536,470
+106,164
172
$21.5M 0.12%
766,414
-1,337
173
$21.4M 0.12%
230,167
+21,860
174
$21.4M 0.12%
312,347
+92,521
175
$21.3M 0.12%
617,512
-57,108
5 6
7
8 9