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
701
$552K 0.02%
21,844
702
$551K 0.02%
11,256
-900
703
$550K 0.02%
27,299
+2,218
704
$549K 0.02%
31,940
-11,385
705
$549K 0.02%
+38,457
706
$545K 0.02%
18,585
+1,531
707
$545K 0.02%
11,897
-1,084
708
$541K 0.02%
56,709
-2,557
709
$541K 0.02%
29,833
+1,963
710
$541K 0.02%
8,260
+1,304
711
$538K 0.02%
17,209
-8,053
712
$537K 0.02%
+15,084
713
$535K 0.02%
+23,525
714
$534K 0.02%
17,050
-134
715
$534K 0.02%
14,410
-11,997
716
$534K 0.02%
9,910
+3,042
717
$534K 0.02%
5,514
+606
718
$533K 0.02%
14,157
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719
$532K 0.02%
62,560
-708
720
$531K 0.02%
44,850
+2,900
721
$531K 0.02%
77,995
+24,500
722
$531K 0.02%
15,854
-2,935
723
$531K 0.02%
28,562
+10,809
724
$531K 0.02%
20,162
+114
725
$529K 0.02%
9,225
-30
27 28
29
30 31