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
626
$641K 0.02%
13,415
+428
627
$641K 0.02%
+17,870
628
$641K 0.02%
26,893
+15,512
629
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-113
630
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11,930
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631
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7,272
+249
632
$638K 0.02%
36,070
+3,095
633
$636K 0.02%
35,266
+994
634
$635K 0.02%
69,657
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635
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12,274
+387
636
$631K 0.02%
7,252
-2,150
637
$631K 0.02%
34,462
-396
638
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13,309
-308
639
$628K 0.02%
11,915
+2,992
640
$628K 0.02%
32,506
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641
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31,574
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11,321
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644
$622K 0.02%
19,006
-307
645
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24,871
-9,258
646
$621K 0.02%
35,823
-5,095
647
$619K 0.02%
3,562
+196
648
$618K 0.02%
27,677
+407
649
$618K 0.02%
8,115
-2,540
650
$616K 0.02%
8,819
+30
24 25
26
27 28