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
$2.87B
AUM Growth
+$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,403
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$7.98M
3
+$6.5M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$4.42M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$3.86M

Top Sells

1
+$13.9M
2
+$13.8M
3
+$4.87M
4
VB icon
Vanguard Small-Cap ETF
VB
+$4.76M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.24M

Sector Composition

1 Energy 6.47%
2 Technology 4.95%
3 Financials 4.82%
4 Healthcare 4.42%
5 Industrials 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.49M 0.09%
15,464
-23
227
$2.48M 0.09%
42,823
+9,499
228
$2.47M 0.09%
232,145
+98,793
229
$2.47M 0.09%
96,911
+2,512
230
$2.46M 0.09%
22,363
-51
231
$2.45M 0.09%
33,005
+352
232
$2.44M 0.09%
49,526
-1,056
233
$2.42M 0.08%
54,077
+3,221
234
$2.42M 0.08%
24,646
+2,056
235
$2.41M 0.08%
61,462
+17,226
236
$2.41M 0.08%
61,404
-5,624
237
$2.41M 0.08%
104,352
-2,972
238
$2.41M 0.08%
126,800
-12,088
239
$2.39M 0.08%
80,951
+15,868
240
$2.39M 0.08%
24,800
+2,057
241
$2.38M 0.08%
148,781
-2,442
242
$2.37M 0.08%
200,460
-4,692
243
$2.37M 0.08%
35,382
+4,216
244
$2.35M 0.08%
65,634
+3,274
245
$2.34M 0.08%
27,017
+3,562
246
$2.32M 0.08%
24,422
+1,472
247
$2.31M 0.08%
27,782
+1,615
248
$2.31M 0.08%
22,909
+2,690
249
$2.31M 0.08%
23,672
+163
250
$2.3M 0.08%
76,603
-1,811
8 9
10
11 12