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
401
$1.21M 0.04%
44,185
+12,051
402
$1.21M 0.04%
32,474
+23,079
403
$1.2M 0.04%
37,332
+2,425
404
$1.2M 0.04%
30,415
+2,361
405
$1.19M 0.04%
15,008
-132
406
$1.19M 0.04%
19,117
+6,512
407
$1.18M 0.04%
41,796
+5,168
408
$1.18M 0.04%
31,434
-1,007
409
$1.17M 0.04%
4,654
-177
410
$1.17M 0.04%
24,428
+1,032
411
$1.17M 0.04%
15,835
+19
412
$1.16M 0.04%
37,423
-56,972
413
$1.16M 0.04%
36,070
-2,569
414
$1.16M 0.04%
40,736
-7,602
415
$1.15M 0.04%
23,302
+715
416
$1.15M 0.04%
47,895
+799
417
$1.15M 0.04%
42,400
+6,305
418
$1.15M 0.04%
23,786
-2,184
419
$1.15M 0.04%
45,298
+5,824
420
$1.15M 0.04%
16,794
-7,745
421
$1.14M 0.04%
22,626
-3,268
422
$1.14M 0.04%
46,315
+3,399
423
$1.13M 0.04%
28,370
+11,240
424
$1.13M 0.04%
15,588
+1,345
425
$1.12M 0.04%
24,101
+5,560
15 16
17
18 19