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
651
$616K 0.02%
8,819
+30
652
$616K 0.02%
+52,405
653
$615K 0.02%
29,862
-888
654
$613K 0.02%
5,195
+128
655
$611K 0.02%
12,220
+4,113
656
$610K 0.02%
+43,252
657
$607K 0.02%
16,480
-566
658
$607K 0.02%
13,134
+1,398
659
$606K 0.02%
5,628
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660
$606K 0.02%
28,405
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661
$604K 0.02%
24,568
+3,886
662
$602K 0.02%
49,830
-1,585
663
$602K 0.02%
8,415
+382
664
$600K 0.02%
84,039
+11,715
665
$600K 0.02%
35,343
-1,813
666
$595K 0.02%
22,396
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667
$593K 0.02%
16,352
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668
$592K 0.02%
13,130
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669
$592K 0.02%
72,212
+16,635
670
$592K 0.02%
21,156
-942
671
$590K 0.02%
10,669
-100
672
$590K 0.02%
40,718
-2,500
673
$589K 0.02%
37,823
-2,318
674
$589K 0.02%
7,350
675
$587K 0.02%
7,237
-484
25 26
27
28 29