Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $32.9B
1-Year Est. Return 17.64%
This Quarter Est. Return
1 Year Est. Return
+17.64%
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
1
$714M 4.03%
5,169,709
+10,207
2
$534M 3.01%
1,626,613
-73,703
3
$299M 1.68%
832,826
+4,575
4
$290M 1.63%
6,334,028
-276,017
5
$287M 1.62%
1,074,177
+63,320
6
$266M 1.5%
1,140,402
+25,138
7
$260M 1.47%
2,302,945
+36,464
8
$223M 1.25%
1,239,765
-108,607
9
$172M 0.97%
3,597,705
-240,825
10
$161M 0.9%
2,250,320
+142,383
11
$158M 0.89%
443,597
-3,043
12
$149M 0.84%
1,103,180
-34,802
13
$140M 0.79%
526,260
+17,316
14
$139M 0.78%
519,934
+24,095
15
$137M 0.77%
3,828,302
+215,412
16
$129M 0.73%
1,406,951
+230,043
17
$127M 0.72%
1,702,331
-92,838
18
$116M 0.65%
5,219,769
+1,259,658
19
$108M 0.61%
1,638,034
+41,008
20
$107M 0.6%
1,851,528
+330,578
21
$105M 0.59%
957,342
+14,430
22
$104M 0.59%
842,020
+41,429
23
$101M 0.57%
1,239,852
-69,056
24
$98.4M 0.55%
1,482,127
+119,967
25
$97.8M 0.55%
1,022,349
+14,709
1
2 3 4 5