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
176
$21.3M 0.12%
1,263,622
-28,431
177
$21.2M 0.12%
591,914
-13,804
178
$21.2M 0.12%
822,050
+63,850
179
$21.2M 0.12%
41,797
+1,200
180
$21.1M 0.12%
521,983
+10,657
181
$21.1M 0.12%
93,445
+717
182
$21M 0.12%
172,581
-74,598
183
$21M 0.12%
443,759
+54,607
184
$21M 0.12%
521,475
+88,730
185
$20.9M 0.12%
677,708
-18,402
186
$20.8M 0.12%
202,869
+24,001
187
$20.6M 0.12%
238,920
+14,288
188
$19.8M 0.11%
329,397
+28,557
189
$19.8M 0.11%
220,298
-6,211
190
$19.7M 0.11%
132,601
-27,953
191
$19.6M 0.11%
814,246
+135,348
192
$19.5M 0.11%
278,890
-19,284
193
$19M 0.11%
303,787
+4,048
194
$18.8M 0.11%
56,260
+4,128
195
$18.8M 0.11%
436,849
+28,019
196
$18.8M 0.11%
183,024
-2,825
197
$18.6M 0.1%
181,574
-56,087
198
$18.5M 0.1%
200,570
-4,621
199
$18.5M 0.1%
67,311
-545
200
$18.4M 0.1%
942,928
+597,101
6 7
8
9 10