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
326
$1.6M 0.06%
48,600
+3,965
327
$1.6M 0.06%
16,168
-382
328
$1.59M 0.06%
271
+35
329
$1.59M 0.06%
36,372
+15,478
330
$1.58M 0.06%
12,407
+1,574
331
$1.57M 0.05%
64,724
+2,380
332
$1.56M 0.05%
52,933
+4,007
333
$1.56M 0.05%
13,360
+1,218
334
$1.55M 0.05%
37,193
-22
335
$1.54M 0.05%
25,210
+552
336
$1.52M 0.05%
25,116
+3,573
337
$1.52M 0.05%
43,900
-3,067
338
$1.51M 0.05%
31,411
-833
339
$1.51M 0.05%
35,027
-315
340
$1.51M 0.05%
20,865
+824
341
$1.5M 0.05%
44,143
+10,471
342
$1.49M 0.05%
28,533
+5,280
343
$1.47M 0.05%
29,904
-3,773
344
$1.47M 0.05%
45,559
+500
345
$1.47M 0.05%
27,409
+816
346
$1.46M 0.05%
100,345
+19,513
347
$1.44M 0.05%
26,082
+84
348
$1.43M 0.05%
17,201
+576
349
$1.43M 0.05%
28,485
+1,472
350
$1.43M 0.05%
16,969
+479
12 13
14
15 16