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
376
$1.31M 0.05%
18,652
-336
377
$1.3M 0.05%
36,376
+824
378
$1.29M 0.04%
109,987
-11,434
379
$1.28M 0.04%
15,596
+64
380
$1.28M 0.04%
5,586
-98
381
$1.28M 0.04%
79,371
+7,285
382
$1.28M 0.04%
60,852
-8,154
383
$1.28M 0.04%
36,510
-10,692
384
$1.28M 0.04%
10,954
-947
385
$1.27M 0.04%
8,249
+522
386
$1.26M 0.04%
13,034
+1,649
387
$1.26M 0.04%
7,454
-336
388
$1.26M 0.04%
30,296
+18,380
389
$1.26M 0.04%
22,852
+10,565
390
$1.25M 0.04%
24,337
+1,215
391
$1.25M 0.04%
50,702
+17,198
392
$1.25M 0.04%
6,696
+653
393
$1.25M 0.04%
9,402
+477
394
$1.23M 0.04%
16,927
+151
395
$1.23M 0.04%
32,346
-2,731
396
$1.22M 0.04%
31,424
+408
397
$1.22M 0.04%
+66,477
398
$1.21M 0.04%
33,441
+1,791
399
$1.21M 0.04%
29,657
+3,547
400
$1.21M 0.04%
33,461
+2,231
14 15
16
17 18