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
426
$1.11M 0.04%
18,357
+8,524
427
$1.1M 0.04%
16,179
+302
428
$1.1M 0.04%
23,387
+11,411
429
$1.1M 0.04%
65,643
-7,255
430
$1.09M 0.04%
20,887
+5,313
431
$1.09M 0.04%
18,217
+1,516
432
$1.09M 0.04%
+14,333
433
$1.09M 0.04%
22,670
-6,858
434
$1.09M 0.04%
11,802
+241
435
$1.09M 0.04%
72,377
436
$1.08M 0.04%
13,155
-26
437
$1.08M 0.04%
45,275
+16,239
438
$1.08M 0.04%
72,450
-200
439
$1.07M 0.04%
14,185
+1,024
440
$1.07M 0.04%
20,829
-94,854
441
$1.06M 0.04%
18,557
+9,325
442
$1.06M 0.04%
21,965
+2,092
443
$1.06M 0.04%
25,445
+1,105
444
$1.05M 0.04%
23,203
+1,015
445
$1.05M 0.04%
40,423
+18,076
446
$1.05M 0.04%
10,838
+2,247
447
$1.04M 0.04%
10,524
+5,543
448
$1.03M 0.04%
31,747
+1,240
449
$1.02M 0.04%
12,578
+311
450
$1.01M 0.04%
23,463
+6,955
16 17
18
19 20