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
2001
$459K ﹤0.01%
22,388
-1,311
2002
$459K ﹤0.01%
+19,045
2003
$458K ﹤0.01%
13,394
-197
2004
$458K ﹤0.01%
26,005
+1,697
2005
$458K ﹤0.01%
22,732
+299
2006
$457K ﹤0.01%
23,166
+2,544
2007
$457K ﹤0.01%
40,647
-2,802
2008
$457K ﹤0.01%
78,682
-17,631
2009
$457K ﹤0.01%
30,552
+1,688
2010
$456K ﹤0.01%
3,370
+59
2011
$455K ﹤0.01%
112,820
-4,758
2012
$455K ﹤0.01%
19,648
2013
$454K ﹤0.01%
16,055
-6,036
2014
$454K ﹤0.01%
11,607
+1,096
2015
$454K ﹤0.01%
26,198
-10,463
2016
$453K ﹤0.01%
21,859
-3,865
2017
$451K ﹤0.01%
13,273
-5,165
2018
$451K ﹤0.01%
16,005
-343
2019
$450K ﹤0.01%
19,904
+2,409
2020
$449K ﹤0.01%
23,029
+2,909
2021
$449K ﹤0.01%
11,788
+1,187
2022
$449K ﹤0.01%
8,449
+865
2023
$449K ﹤0.01%
17,733
+466
2024
$449K ﹤0.01%
55,690
+1,700
2025
$448K ﹤0.01%
17,354
+4,470
79 80
81
82 83