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
576
$722K 0.03%
54,583
-14,948
577
$720K 0.03%
50,081
+4,212
578
$717K 0.03%
9,696
+683
579
$716K 0.03%
67,453
-6,474
580
$715K 0.02%
48,319
+3,729
581
$715K 0.02%
30,411
+1,380
582
$712K 0.02%
14,926
-140
583
$711K 0.02%
18,226
-8
584
$706K 0.02%
8,077
+1,034
585
$698K 0.02%
25,862
+340
586
$693K 0.02%
16,984
+177
587
$691K 0.02%
11,214
+996
588
$690K 0.02%
13,959
-10
589
$690K 0.02%
23,399
+1,260
590
$689K 0.02%
54,637
591
$687K 0.02%
7,933
-65
592
$685K 0.02%
11,791
+154
593
$685K 0.02%
4,573
-182
594
$684K 0.02%
13,198
-14,750
595
$682K 0.02%
61,029
-13,993
596
$678K 0.02%
25,864
+1,760
597
$677K 0.02%
9,500
+147
598
$677K 0.02%
+26,094
599
$676K 0.02%
5,447
+449
600
$675K 0.02%
6,180
-5,442
22 23
24
25 26