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
301
$1.78M 0.06%
22,428
+4,349
302
$1.78M 0.06%
19,997
-1,454
303
$1.78M 0.06%
132,381
+34,011
304
$1.77M 0.06%
116,779
-8
305
$1.76M 0.06%
33,102
+13,906
306
$1.75M 0.06%
65,251
+2,665
307
$1.73M 0.06%
424,990
-16,300
308
$1.73M 0.06%
179,223
+28,766
309
$1.73M 0.06%
52,571
-9,129
310
$1.71M 0.06%
53,168
+2,402
311
$1.71M 0.06%
47,841
+5,149
312
$1.69M 0.06%
39,770
+8,241
313
$1.68M 0.06%
65,132
+1,645
314
$1.68M 0.06%
55,824
+792
315
$1.68M 0.06%
7,541
+2,931
316
$1.67M 0.06%
37,161
+18,332
317
$1.66M 0.06%
62,890
-9,026
318
$1.66M 0.06%
42,877
+15,170
319
$1.65M 0.06%
106,775
+22,160
320
$1.65M 0.06%
21,356
+783
321
$1.65M 0.06%
28,226
+1,545
322
$1.64M 0.06%
8,799
-882
323
$1.63M 0.06%
30,632
-671
324
$1.63M 0.06%
20,779
+673
325
$1.61M 0.06%
41,580
+498
11 12
13
14 15