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
626
$643K 0.02%
19,523
+2,837
627
$641K 0.02%
13,415
+428
628
$641K 0.02%
+17,870
629
$641K 0.02%
26,893
+15,512
630
$640K 0.02%
12,897
-113
631
$639K 0.02%
11,930
+380
632
$638K 0.02%
7,272
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633
$638K 0.02%
36,070
+3,095
634
$636K 0.02%
35,266
+994
635
$635K 0.02%
69,657
-1,996
636
$631K 0.02%
12,274
+387
637
$631K 0.02%
7,252
-2,150
638
$631K 0.02%
34,462
-396
639
$629K 0.02%
13,309
-308
640
$628K 0.02%
11,915
+2,992
641
$628K 0.02%
32,506
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642
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31,574
+2,599
643
$623K 0.02%
7,547
-242
644
$623K 0.02%
11,321
-313
645
$622K 0.02%
19,006
-307
646
$622K 0.02%
24,871
-9,258
647
$621K 0.02%
35,823
-5,095
648
$619K 0.02%
3,562
+196
649
$618K 0.02%
83,032
+1,221
650
$618K 0.02%
8,115
-2,540
24 25
26
27 28