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
526
$810K 0.03%
22,446
+1,145
527
$808K 0.03%
10,341
+3,352
528
$806K 0.03%
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530
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25,305
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531
$805K 0.03%
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533
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16,680
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534
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535
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9,330
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536
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537
$791K 0.03%
18,556
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538
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15,448
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539
$787K 0.03%
8,311
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540
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6,000
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27,133
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544
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22,025
-1,465
545
$772K 0.03%
7,371
-178
546
$770K 0.03%
36,775
547
$767K 0.03%
33,818
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548
$766K 0.03%
52,665
+3,698
549
$764K 0.03%
6,201
-16
550
$764K 0.03%
8,719
-228
20 21
22
23 24