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
526
$808K 0.03%
10,341
+3,352
527
$806K 0.03%
6,985
+203
528
$806K 0.03%
29,917
+6,838
529
$805K 0.03%
25,305
+703
530
$805K 0.03%
8,897
-553
531
$805K 0.03%
15,919
+366
532
$800K 0.03%
16,680
+17
533
$799K 0.03%
48,258
+9,241
534
$793K 0.03%
9,330
-668
535
$792K 0.03%
9,912
-1,541
536
$791K 0.03%
18,556
-121
537
$790K 0.03%
15,448
-3,738
538
$787K 0.03%
8,311
-938
539
$786K 0.03%
38,985
+430
540
$783K 0.03%
52,672
+5,600
541
$781K 0.03%
6,000
-433
542
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27,133
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543
$774K 0.03%
22,025
-1,465
544
$772K 0.03%
7,371
-178
545
$770K 0.03%
36,775
546
$767K 0.03%
33,818
+11,216
547
$766K 0.03%
52,665
+3,698
548
$764K 0.03%
6,201
-16
549
$764K 0.03%
8,719
-228
550
$763K 0.03%
3,856
+1,111
20 21
22
23 24