Cambridge Investment Research Advisors Portfolio holdings
AUM
$36.4B
1-Year Est. Return
20.08%
1 Year Est. Return
+20.08%
AUM
$36.4B
AUM Growth
+$3.53B
(+11%)
Holding
3,908
Top Buys
| 1 | +$70.4M | |
| 2 | +$39.9M | |
| 3 | +$25.1M | |
| 4 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$25M |
| 5 |
Capital Group Growth ETF
CGGR
|
+$22.7M |
Top Sells
| 1 | +$28M | |
| 2 | +$22.4M | |
| 3 | +$16.9M | |
| 4 |
iShares MSCI EAFE Small-Cap ETF
SCZ
|
+$13.5M |
| 5 |
First Trust Value Line Dividend Fund
FVD
|
+$13.4M |
Sector Composition
| 1 | Technology | 12.56% |
| 2 | Financials | 4.99% |
| 3 | Consumer Discretionary | 3.68% |
| 4 | Communication Services | 3.05% |
| 5 | Industrials | 2.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
3901
Root
ROOT
$1.15B
| – | – |
-5,170
|
|
||
3902
Invesco S&P 500 Equal Weight Real Estate ETF
RSPR
$99M
| – | – |
-14,757
|
|
||
3903
ProShares Short Russell2000
RWM
$121M
| – | – |
-35,411
|
|
||
3904
SPDR Dow Jones International Real Estate ETF
RWX
$298M
| – | – |
-11,209
|
|
||
3905
RXO
RXO
$2.42B
| – | – |
-10,598
|
|
||
3906
Sabre
SABR
$529M
| – | – |
-26,311
|
|
||
|
SAGE
3907
DELISTED
Sage Therapeutics
SAGE
| – | – |
-27,432
|
|