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
676
$584K 0.02%
1,775
+150
677
$584K 0.02%
24,723
-27,462
678
$582K 0.02%
9,368
+2,681
679
$581K 0.02%
20,275
+456
680
$578K 0.02%
11,918
+1,332
681
$578K 0.02%
8,638
+1
682
$578K 0.02%
17,165
+1,892
683
$575K 0.02%
19,068
+1,825
684
$573K 0.02%
30,611
-577
685
$572K 0.02%
12,398
-477
686
$571K 0.02%
36,928
-443
687
$571K 0.02%
13,476
+8
688
$571K 0.02%
13,470
+3,141
689
$570K 0.02%
20,757
+2,441
690
$569K 0.02%
3,809
-25
691
$568K 0.02%
12,208
+4,954
692
$568K 0.02%
45,956
+1,429
693
$567K 0.02%
9,561
-149
694
$563K 0.02%
47,805
+10,000
695
$562K 0.02%
16,994
-148
696
$562K 0.02%
50,265
697
$558K 0.02%
+9,334
698
$557K 0.02%
9,225
+1,502
699
$556K 0.02%
15,076
+2,026
700
$553K 0.02%
3,753
+1,050
26 27
28
29 30