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
2026
$448K ﹤0.01%
2,988
2027
$448K ﹤0.01%
2,224
-5
2028
$447K ﹤0.01%
45,172
+1,565
2029
$447K ﹤0.01%
54,806
+1,142
2030
$447K ﹤0.01%
5,969
-96
2031
$447K ﹤0.01%
4,036
+23
2032
$446K ﹤0.01%
11,321
-139
2033
$446K ﹤0.01%
28,248
+1,850
2034
$446K ﹤0.01%
6,123
-438
2035
$445K ﹤0.01%
39,928
-1,170
2036
$445K ﹤0.01%
3,250
+297
2037
$443K ﹤0.01%
10,120
-73
2038
$443K ﹤0.01%
22,979
+12,946
2039
$442K ﹤0.01%
14,932
+1,578
2040
$441K ﹤0.01%
21,331
+1,843
2041
$440K ﹤0.01%
6,133
-30
2042
$440K ﹤0.01%
10,074
+57
2043
$440K ﹤0.01%
15,330
2044
$440K ﹤0.01%
5,101
-817
2045
$438K ﹤0.01%
4,877
+173
2046
$437K ﹤0.01%
16,228
-114
2047
$436K ﹤0.01%
6,355
+94
2048
$436K ﹤0.01%
4,076
-149
2049
$435K ﹤0.01%
1,957
-47
2050
$434K ﹤0.01%
14,879
-191
80 81
82
83 84