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
551
$763K 0.03%
3,856
+1,111
552
$763K 0.03%
31,988
-4,540
553
$761K 0.03%
23,394
+337
554
$761K 0.03%
77,998
+20,797
555
$759K 0.03%
11,072
-823
556
$758K 0.03%
12,677
-2,093
557
$754K 0.03%
8,551
+4,515
558
$750K 0.03%
30,636
+5,310
559
$749K 0.03%
45,259
+1,394
560
$748K 0.03%
10,428
+1,974
561
$745K 0.03%
14,871
+2,815
562
$743K 0.03%
21,681
+118
563
$742K 0.03%
8,548
-34
564
$740K 0.03%
2,539
+367
565
$740K 0.03%
44,799
+1,226
566
$739K 0.03%
+22,348
567
$738K 0.03%
12,673
+339
568
$738K 0.03%
7,843
+176
569
$738K 0.03%
17,347
+2,432
570
$736K 0.03%
20,541
-2,049
571
$735K 0.03%
10,333
+2,059
572
$731K 0.03%
6,110
-538
573
$731K 0.03%
8,101
-14,103
574
$727K 0.03%
19,394
-928
575
$724K 0.03%
15,430
+2,167
21 22
23
24 25