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
251
$2.3M 0.08%
33,237
+3,083
252
$2.3M 0.08%
72,945
+34,923
253
$2.26M 0.08%
36,582
+7,482
254
$2.26M 0.08%
58,380
+2,352
255
$2.25M 0.08%
50,374
-417
256
$2.24M 0.08%
115,465
+3,840
257
$2.23M 0.08%
77,473
-4,334
258
$2.23M 0.08%
39,250
+2,544
259
$2.21M 0.08%
20,420
+16,155
260
$2.14M 0.07%
30,758
-1,748
261
$2.13M 0.07%
80,159
+5,646
262
$2.11M 0.07%
33,958
+30,177
263
$2.1M 0.07%
153,156
+15,836
264
$2.07M 0.07%
92,673
+19,911
265
$2.07M 0.07%
29,092
-5,353
266
$2.06M 0.07%
24,416
+3,783
267
$2.05M 0.07%
87,527
-1,218
268
$2.05M 0.07%
75,766
+62,849
269
$2.05M 0.07%
33,892
-15,368
270
$2.04M 0.07%
25,136
+708
271
$2.03M 0.07%
30,456
-172
272
$2.03M 0.07%
91,875
-1,085
273
$2.01M 0.07%
19,383
+1,989
274
$2M 0.07%
156,649
+5,825
275
$1.98M 0.07%
218,158
+35,409
9 10
11
12 13