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
601
$675K 0.02%
9,565
+2,782
602
$674K 0.02%
10,168
+385
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-558
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22,794
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605
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15,271
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606
$667K 0.02%
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607
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608
$665K 0.02%
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609
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-170
610
$664K 0.02%
11,142
-14,272
611
$659K 0.02%
28,434
+1
612
$659K 0.02%
59,625
-13,556
613
$658K 0.02%
14,513
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614
$655K 0.02%
46,078
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615
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616
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617
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47,618
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618
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16,388
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619
$649K 0.02%
11,079
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620
$647K 0.02%
538
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621
$647K 0.02%
43,869
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622
$647K 0.02%
78,194
+5,425
623
$646K 0.02%
8,789
-375
624
$646K 0.02%
5,455
+5
625
$645K 0.02%
13,608
-203
23 24
25
26 27