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
$2.65B
AUM Growth
+$204M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,382
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$8.19M
3
+$8.02M
4
DBC icon
Invesco DB Commodity Index Tracking Fund
DBC
+$6.04M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$5.8M

Top Sells

1
+$16M
2
+$8.93M
3
+$4.09M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.37M
5
VOD icon
Vodafone
VOD
+$3.25M

Sector Composition

1 Energy 6.24%
2 Financials 4.97%
3 Technology 4.71%
4 Healthcare 4.57%
5 Industrials 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$19M 0.72%
229,175
+3,205
27
$18.4M 0.7%
314,443
+31,236
28
$18.1M 0.68%
184,443
-90,863
29
$18M 0.68%
143,647
+14,601
30
$17.3M 0.65%
145,655
+9,021
31
$17.3M 0.65%
201,038
+2,702
32
$17.3M 0.65%
139,667
-5,758
33
$17.2M 0.65%
440,945
+205,391
34
$16.6M 0.63%
147,254
+8,603
35
$16.6M 0.63%
559,090
+96,406
36
$15.7M 0.6%
330,969
+58,369
37
$15.4M 0.58%
159,592
+10,939
38
$15.3M 0.58%
174,307
+7,703
39
$14.9M 0.56%
184,835
+10,879
40
$13.6M 0.52%
74,083
+7,956
41
$13.5M 0.51%
444,225
+7,640
42
$13.4M 0.51%
326,197
-7,758
43
$13.4M 0.51%
776,926
+75,978
44
$13.3M 0.5%
510,897
+231,329
45
$12.5M 0.47%
171,247
+17,138
46
$12.1M 0.46%
296,200
+23,794
47
$11.9M 0.45%
318,591
+4,980
48
$11.6M 0.44%
210,640
+26,364
49
$11.4M 0.43%
45,441
+2,685
50
$11.3M 0.43%
332,898
+88,698
1
2
3 4 5