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
51
$11.1M 0.42%
213,747
+9,703
52
$10.9M 0.41%
97,532
-8,245
53
$10.6M 0.4%
97,919
+7,944
54
$10.4M 0.39%
210,985
+559
55
$10.2M 0.39%
62,145
-2,577
56
$9.93M 0.38%
400,267
+53,655
57
$9.73M 0.37%
132,690
-6,331
58
$9.57M 0.36%
97,597
+4,246
59
$9.54M 0.36%
246,642
+21,023
60
$9.45M 0.36%
118,115
+4,764
61
$8.99M 0.34%
107,915
+12,549
62
$8.73M 0.33%
317,505
-7,035
63
$8.71M 0.33%
337,216
+32,412
64
$8.65M 0.33%
239,872
+7,764
65
$8.6M 0.33%
309,797
+28,105
66
$8.24M 0.31%
126,789
-623
67
$8.2M 0.31%
164,923
+32,917
68
$8.18M 0.31%
72,145
+3,017
69
$8.11M 0.31%
128,402
+10,851
70
$8M 0.3%
320,664
+73,080
71
$7.91M 0.3%
507,111
+71,985
72
$7.88M 0.3%
145,518
+37,800
73
$7.84M 0.3%
106,523
-2,722
74
$7.58M 0.29%
90,794
+17,668
75
$7.53M 0.28%
66,319
+7,634
1 2
3
4 5