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
451
$1.01M 0.04%
+45,905
452
$1.01M 0.04%
81,972
+8,224
453
$1.01M 0.04%
41,675
+7,242
454
$1.01M 0.04%
43,568
-13,364
455
$1M 0.04%
25,956
+5,200
456
$1M 0.03%
30,097
+2,128
457
$997K 0.03%
22,607
+780
458
$995K 0.03%
38,785
-24,955
459
$994K 0.03%
18,779
+101
460
$993K 0.03%
92,826
+667
461
$992K 0.03%
14,636
+10,183
462
$989K 0.03%
20,983
+3,104
463
$985K 0.03%
74,341
+327
464
$985K 0.03%
20,001
+535
465
$980K 0.03%
9,194
+722
466
$975K 0.03%
15,985
+1,384
467
$974K 0.03%
37,060
+8,462
468
$974K 0.03%
28,752
+2,188
469
$970K 0.03%
28,423
+442
470
$968K 0.03%
18,394
+1,286
471
$958K 0.03%
29,629
+10,150
472
$957K 0.03%
21,872
+727
473
$950K 0.03%
31,484
-1,572
474
$947K 0.03%
59,160
+6,810
475
$946K 0.03%
197,707
+2,293
17 18
19
20 21