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
351
$1.42M 0.05%
48,484
-1,504
352
$1.42M 0.05%
11,377
-209
353
$1.42M 0.05%
24,296
+11,300
354
$1.42M 0.05%
27,058
-12
355
$1.42M 0.05%
24,307
+3,108
356
$1.41M 0.05%
31,201
+2,032
357
$1.41M 0.05%
19,300
+2,548
358
$1.41M 0.05%
30,543
+1,427
359
$1.4M 0.05%
39,246
+354
360
$1.4M 0.05%
61,644
+16
361
$1.39M 0.05%
12,960
-135
362
$1.39M 0.05%
61,606
-3,448
363
$1.39M 0.05%
34,284
+3,544
364
$1.38M 0.05%
173,868
-65,904
365
$1.37M 0.05%
42,685
+1,670
366
$1.37M 0.05%
24,062
+4,789
367
$1.35M 0.05%
40,625
+1,053
368
$1.35M 0.05%
46,347
+892
369
$1.35M 0.05%
186,384
-91,440
370
$1.35M 0.05%
13,883
+90
371
$1.34M 0.05%
33,560
+2,234
372
$1.34M 0.05%
15,087
+1,561
373
$1.34M 0.05%
12,820
+2,997
374
$1.33M 0.05%
26,733
+9,038
375
$1.31M 0.05%
55,227
+5,385
13 14
15
16 17