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
501
$878K 0.03%
4,617
+1,666
502
$872K 0.03%
66,830
-5,380
503
$871K 0.03%
25,447
-1,612
504
$870K 0.03%
21,810
+6,175
505
$867K 0.03%
24,256
+3,175
506
$865K 0.03%
11,347
+2,851
507
$865K 0.03%
8,530
-1,039
508
$862K 0.03%
9,846
+115
509
$861K 0.03%
18,848
510
$860K 0.03%
8,096
+659
511
$859K 0.03%
20,190
+321
512
$844K 0.03%
+38,326
513
$839K 0.03%
31,614
+1,105
514
$839K 0.03%
68,258
+72
515
$836K 0.03%
13,548
+816
516
$836K 0.03%
12,961
+734
517
$834K 0.03%
9,885
+2,906
518
$830K 0.03%
22,336
-4,712
519
$829K 0.03%
9,214
+195
520
$819K 0.03%
54,396
-4,338
521
$815K 0.03%
7,071
+1,379
522
$815K 0.03%
78,637
-15,123
523
$813K 0.03%
32,783
524
$810K 0.03%
29,222
+4,298
525
$810K 0.03%
22,446
+1,145
19 20
21
22 23