Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $37.8B
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.47%
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
+$13.6M
2
+$7.59M
3
+$6.43M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$4.01M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$3.8M

Top Sells

1
+$13.3M
2
+$13.3M
3
+$4.55M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$4.28M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.94M

Sector Composition

1 Energy 6.47%
2 Technology 4.94%
3 Financials 4.79%
4 Healthcare 4.42%
5 Industrials 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$1.01M 0.04%
81,972
+8,224
452
$1.01M 0.04%
41,675
+7,242
453
$1.01M 0.04%
43,568
-13,364
454
$1M 0.04%
25,956
+5,200
455
$1M 0.03%
30,097
+2,128
456
$997K 0.03%
22,607
+780
457
$995K 0.03%
38,785
-24,955
458
$994K 0.03%
18,779
+101
459
$993K 0.03%
92,826
+667
460
$992K 0.03%
14,636
+10,183
461
$989K 0.03%
20,983
+3,104
462
$985K 0.03%
74,341
+327
463
$985K 0.03%
20,001
+535
464
$980K 0.03%
9,194
+722
465
$975K 0.03%
15,985
+1,384
466
$974K 0.03%
37,060
+8,462
467
$974K 0.03%
28,752
+2,188
468
$970K 0.03%
28,423
+442
469
$968K 0.03%
18,394
+1,286
470
$958K 0.03%
29,629
+10,150
471
$957K 0.03%
21,872
+727
472
$950K 0.03%
31,484
-1,572
473
$947K 0.03%
59,160
+6,810
474
$946K 0.03%
197,707
+2,293
475
$943K 0.03%
30,273
+100
17 18
19
20 21