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
576
$720K 0.03%
50,081
+4,212
577
$717K 0.03%
9,696
+683
578
$716K 0.03%
67,453
-6,474
579
$715K 0.02%
48,319
+3,729
580
$715K 0.02%
30,411
+1,380
581
$712K 0.02%
14,926
-140
582
$711K 0.02%
18,226
-8
583
$706K 0.02%
8,077
+1,034
584
$698K 0.02%
25,862
+340
585
$693K 0.02%
16,984
+177
586
$691K 0.02%
11,214
+996
587
$690K 0.02%
13,959
-10
588
$690K 0.02%
23,399
+1,260
589
$689K 0.02%
54,637
590
$687K 0.02%
7,933
-65
591
$685K 0.02%
11,791
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592
$685K 0.02%
4,573
-182
593
$684K 0.02%
13,198
-14,750
594
$682K 0.02%
61,029
-13,993
595
$678K 0.02%
25,864
+1,760
596
$677K 0.02%
9,500
+147
597
$677K 0.02%
+26,094
598
$676K 0.02%
5,447
+449
599
$675K 0.02%
6,180
-5,442
600
$675K 0.02%
9,565
+2,782
22 23
24
25 26