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
201
$18.3M 0.1%
1,093,578
-52,503
202
$18.1M 0.1%
221,069
-11,518
203
$18M 0.1%
176,135
-2,555
204
$18M 0.1%
58,913
-7,429
205
$17.8M 0.1%
378,238
-13,066
206
$17.7M 0.1%
109,828
+446
207
$17.6M 0.1%
556,602
-44,930
208
$17.6M 0.1%
1,122,733
+85,001
209
$17.5M 0.1%
696,452
+72,248
210
$17.5M 0.1%
379,455
-46,257
211
$17.4M 0.1%
230,543
-51,834
212
$17.4M 0.1%
313,877
-40,808
213
$17.2M 0.1%
209,837
-15,050
214
$17M 0.1%
501,155
+73,321
215
$16.9M 0.1%
678,602
+7,347
216
$16.7M 0.09%
817,680
+524,252
217
$16.5M 0.09%
427,808
+13,978
218
$16.5M 0.09%
94,466
+2,201
219
$16.4M 0.09%
238,004
+14,906
220
$16.4M 0.09%
494,527
-212,325
221
$16.3M 0.09%
236,346
-14,284
222
$16.1M 0.09%
195,666
-497,572
223
$16.1M 0.09%
268,587
+32,752
224
$16.1M 0.09%
100,275
+1,267
225
$15.9M 0.09%
377,334
-19,228
7 8
9
10 11