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
501
$880K 0.03%
16,357
+337
502
$878K 0.03%
4,617
+1,666
503
$872K 0.03%
66,830
-5,380
504
$871K 0.03%
25,447
-1,612
505
$870K 0.03%
21,810
+6,175
506
$867K 0.03%
24,256
+3,175
507
$865K 0.03%
11,347
+2,851
508
$865K 0.03%
8,530
-1,039
509
$862K 0.03%
9,846
+115
510
$861K 0.03%
18,848
511
$860K 0.03%
8,096
+659
512
$859K 0.03%
20,190
+321
513
$844K 0.03%
+38,326
514
$839K 0.03%
31,614
+1,105
515
$839K 0.03%
68,258
+72
516
$836K 0.03%
13,548
+816
517
$836K 0.03%
12,961
+734
518
$834K 0.03%
9,885
+2,906
519
$830K 0.03%
22,336
-4,712
520
$829K 0.03%
9,214
+195
521
$819K 0.03%
54,396
-4,338
522
$815K 0.03%
7,071
+1,379
523
$815K 0.03%
78,637
-15,123
524
$813K 0.03%
32,783
525
$810K 0.03%
29,222
+4,298
19 20
21
22 23