Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $32.9B
1-Year Est. Return 17.64%
This Quarter Est. Return
1 Year Est. Return
+17.64%
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
26
$19.9M 0.69%
229,613
+438
27
$19.8M 0.69%
264,597
-7,565
28
$19.8M 0.69%
315,295
+6,293
29
$19.1M 0.67%
627,396
+68,306
30
$18.8M 0.66%
470,578
+29,633
31
$18.8M 0.66%
148,334
+4,687
32
$18.5M 0.64%
141,451
-4,204
33
$17.7M 0.62%
148,930
-116,726
34
$17.1M 0.6%
349,984
+19,015
35
$16.9M 0.59%
131,835
-7,832
36
$16.8M 0.59%
166,308
+6,716
37
$16.8M 0.59%
219,521
+48,274
38
$16.7M 0.58%
185,114
-15,924
39
$15.9M 0.55%
202,029
+17,194
40
$14.9M 0.52%
529,765
+85,540
41
$13.7M 0.48%
515,749
+4,852
42
$13.6M 0.47%
325,408
+29,208
43
$13.3M 0.46%
317,033
-1,558
44
$13.1M 0.46%
75,384
+1,301
45
$12.5M 0.44%
106,630
-40,624
46
$12.5M 0.43%
236,640
+22,893
47
$12M 0.42%
103,778
+6,246
48
$11.7M 0.41%
329,159
-3,739
49
$11.6M 0.41%
269,016
-57,181
50
$11.6M 0.4%
754,337
-22,589
1
2
3 4 5