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
601
$674K 0.02%
10,168
+385
602
$673K 0.02%
14,276
-558
603
$672K 0.02%
22,794
+2,156
604
$667K 0.02%
15,271
+4,415
605
$667K 0.02%
10,757
+1,840
606
$665K 0.02%
22,064
-420
607
$665K 0.02%
29,872
+5,346
608
$664K 0.02%
12,439
-170
609
$664K 0.02%
11,142
-14,272
610
$659K 0.02%
28,434
+1
611
$659K 0.02%
59,625
-13,556
612
$658K 0.02%
14,513
+1,638
613
$655K 0.02%
46,078
-588
614
$652K 0.02%
3,892
-426
615
$652K 0.02%
6,469
+256
616
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47,618
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617
$649K 0.02%
16,388
-711
618
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11,079
+49
619
$647K 0.02%
538
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620
$647K 0.02%
43,869
+13,393
621
$647K 0.02%
78,194
+5,425
622
$646K 0.02%
8,789
-375
623
$646K 0.02%
5,455
+5
624
$645K 0.02%
13,608
-203
625
$643K 0.02%
19,523
+2,837
23 24
25
26 27