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
676
$584K 0.02%
24,723
-27,462
677
$582K 0.02%
9,368
+2,681
678
$581K 0.02%
20,447
+460
679
$578K 0.02%
11,918
+1,332
680
$578K 0.02%
8,638
+1
681
$578K 0.02%
17,165
+1,892
682
$575K 0.02%
19,068
+1,825
683
$573K 0.02%
30,611
-577
684
$572K 0.02%
12,398
-477
685
$571K 0.02%
13,476
+8
686
$571K 0.02%
13,470
+3,141
687
$571K 0.02%
36,928
-443
688
$570K 0.02%
20,757
+2,441
689
$569K 0.02%
3,809
-25
690
$568K 0.02%
12,208
+4,954
691
$568K 0.02%
45,956
+1,429
692
$567K 0.02%
9,561
-149
693
$563K 0.02%
47,805
+10,000
694
$562K 0.02%
16,994
-148
695
$562K 0.02%
50,265
696
$558K 0.02%
+9,334
697
$557K 0.02%
9,225
+1,502
698
$556K 0.02%
15,076
+2,026
699
$553K 0.02%
3,753
+1,050
700
$552K 0.02%
73,377
+6,618
26 27
28
29 30