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 4.98%
3 Technology 4.69%
4 Healthcare 4.57%
5 Industrials 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
$214K 0.01%
5,800
-40
1127
$213K 0.01%
26,769
+4,386
1128
$213K 0.01%
+4,933
1129
$213K 0.01%
+6,613
1130
$212K 0.01%
23,839
-366
1131
$211K 0.01%
+11,687
1132
$210K 0.01%
+19,428
1133
$210K 0.01%
5,870
+32
1134
$210K 0.01%
+4,533
1135
$208K 0.01%
+4,112
1136
$207K 0.01%
+5,050
1137
$207K 0.01%
+2,478
1138
$207K 0.01%
+3,844
1139
$207K 0.01%
+4,239
1140
$206K 0.01%
2,904
-274
1141
$206K 0.01%
15,901
-164
1142
$205K 0.01%
7,178
+2
1143
$203K 0.01%
14,535
-1,001
1144
$203K 0.01%
10,800
+638
1145
$202K 0.01%
+7,139
1146
$202K 0.01%
+13,853
1147
$202K 0.01%
+2,192
1148
$201K 0.01%
4,428
-1,140
1149
$201K 0.01%
11,566
+1,281
1150
$200K 0.01%
+373
44 45
46
47 48