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
151
$3.29M 0.12%
76,738
-11,642
152
$3.28M 0.12%
30,792
+2,586
153
$3.21M 0.12%
29,387
+22,517
154
$3.17M 0.12%
73,958
+666
155
$3.14M 0.12%
126,232
-1,100
156
$3.12M 0.12%
94,414
+10,112
157
$3.09M 0.12%
221,182
-25,819
158
$3.09M 0.12%
63,581
+6,348
159
$3.09M 0.12%
34,913
-1,132
160
$3.08M 0.12%
143,621
-2,985
161
$3.07M 0.12%
49,922
-32,266
162
$3.03M 0.11%
126,932
+14,972
163
$3.02M 0.11%
53,326
-836
164
$3.02M 0.11%
59,611
+238
165
$3.02M 0.11%
112,022
+32,747
166
$3.01M 0.11%
42,906
+3,741
167
$2.99M 0.11%
401,196
+135,306
168
$2.96M 0.11%
72,480
+7,314
169
$2.96M 0.11%
20,821
+123
170
$2.95M 0.11%
53,533
+2,812
171
$2.93M 0.11%
30,126
+2,099
172
$2.93M 0.11%
49,260
-12,558
173
$2.92M 0.11%
94,395
+6,648
174
$2.91M 0.11%
61,207
+4,209
175
$2.91M 0.11%
56,165
-150
5 6
7
8 9