Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $32.9B
1-Year Est. Return 17.64%
This Quarter Est. Return
1 Year Est. Return
+17.64%
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
1
$85.1M 3.22%
452,532
+5,635
2
$50.2M 1.9%
514,235
-17,301
3
$47.8M 1.81%
1,179,008
-83,117
4
$45.9M 1.73%
245,387
-85,787
5
$39.3M 1.48%
402,791
-31,652
6
$39.2M 1.48%
2,047,220
+168,588
7
$33.8M 1.28%
672,115
-2,155
8
$33.2M 1.26%
409,116
+61,855
9
$32.2M 1.22%
302,169
-16,297
10
$32.2M 1.22%
479,433
+44,268
11
$31.3M 1.18%
600,483
+111,160
12
$30.9M 1.17%
265,656
-35,195
13
$28.2M 1.07%
227,233
+35,028
14
$27.2M 1.03%
339,112
+4,582
15
$25.4M 0.96%
615,321
+16,360
16
$24.2M 0.91%
258,790
+26,553
17
$21.7M 0.82%
309,002
+195,821
18
$21.5M 0.81%
252,932
+54,166
19
$21.3M 0.81%
804,433
+16,548
20
$21.2M 0.8%
244,467
+13,666
21
$19.9M 0.75%
264,898
+12,395
22
$19.8M 0.75%
159,880
+3,960
23
$19.8M 0.75%
176,175
+24,973
24
$19.5M 0.74%
250,151
+35,310
25
$19.2M 0.73%
272,162
+116,011
1
2 3 4 5