Cambridge Investment Research Advisors Portfolio holdings
AUM
$32.9B
1-Year Return
17.64%
This Quarter Return
+1.78%
1 Year Return
+17.64%
3 Year Return
+64.57%
5 Year Return
+105.53%
10 Year Return
+203.8%
AUM
$2.65B
AUM Growth
+$204M
(+8.3%)
Cap. Flow
+$171M
Cap. Flow
% of AUM
6.47%
Top 10 Holdings %
Top 10 Hldgs %
16.59%
Holding
1,382
New
147
Increased
717
Reduced
389
Closed
89
Top Buys
| 1 |
VER
VEREIT, Inc.
VER
|
+$13.7M |
| 2 |
Vanguard Real Estate ETF
VNQ
|
+$8.19M |
| 3 |
iShares Preferred and Income Securities ETF
PFF
|
+$8.02M |
| 4 |
Invesco DB Commodity Index Tracking Fund
DBC
|
+$6.04M |
| 5 |
Vanguard Total International Stock ETF
VXUS
|
+$5.8M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$16M |
| 2 |
Johnson & Johnson
JNJ
|
+$8.93M |
| 3 |
iShares Russell 2000 ETF
IWM
|
+$4.09M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$3.37M |
| 5 |
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% |
