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
701
$552K 0.02%
73,377
+6,618
702
$552K 0.02%
21,844
703
$551K 0.02%
11,256
-900
704
$550K 0.02%
27,299
+2,218
705
$549K 0.02%
31,940
-11,385
706
$549K 0.02%
+38,457
707
$545K 0.02%
18,585
+1,531
708
$545K 0.02%
11,897
-1,084
709
$541K 0.02%
56,709
-2,557
710
$541K 0.02%
29,833
+1,963
711
$541K 0.02%
8,260
+1,304
712
$538K 0.02%
17,209
-8,053
713
$537K 0.02%
+15,084
714
$535K 0.02%
+23,525
715
$534K 0.02%
17,050
-134
716
$534K 0.02%
14,410
-11,997
717
$534K 0.02%
9,910
+3,042
718
$534K 0.02%
5,514
+606
719
$533K 0.02%
14,157
+8
720
$532K 0.02%
62,560
-708
721
$531K 0.02%
44,850
+2,900
722
$531K 0.02%
77,995
+24,500
723
$531K 0.02%
15,854
-2,935
724
$531K 0.02%
28,562
+10,809
725
$531K 0.02%
20,162
+114
27 28
29
30 31