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
476
$943K 0.03%
30,273
+100
477
$938K 0.03%
13,138
+46
478
$934K 0.03%
17,572
+3,768
479
$933K 0.03%
2,958
+232
480
$933K 0.03%
16,106
+108
481
$928K 0.03%
17,533
+935
482
$928K 0.03%
13,455
+213
483
$924K 0.03%
6,101
-589
484
$923K 0.03%
10,230
-49
485
$918K 0.03%
26,605
+93
486
$917K 0.03%
117,558
-5,793
487
$917K 0.03%
8,378
-350
488
$910K 0.03%
14,680
+1,353
489
$909K 0.03%
43,699
+204
490
$908K 0.03%
33,577
+2,157
491
$903K 0.03%
59,855
+40
492
$901K 0.03%
59,355
+54
493
$901K 0.03%
42,397
-101,224
494
$897K 0.03%
23,173
+5,746
495
$894K 0.03%
17,788
-8,140
496
$892K 0.03%
24,154
-5,652
497
$889K 0.03%
21,660
+568
498
$888K 0.03%
67,057
+3,896
499
$888K 0.03%
11,622
+1,481
500
$887K 0.03%
26,143
+1,063
18 19
20
21 22