Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $32.9B
1-Year Est. Return 17.64%
This Quarter Est. Return
1 Year Est. Return
+17.64%
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
51
$11.4M 0.4%
220,633
+9,648
52
$11.1M 0.39%
198,602
-12,038
53
$11.1M 0.39%
167,245
+38,843
54
$10.8M 0.38%
377,890
+60,385
55
$10.7M 0.37%
138,629
+5,939
56
$10.6M 0.37%
343,019
+5,803
57
$10.5M 0.36%
62,262
+117
58
$10.3M 0.36%
122,038
+14,123
59
$10.2M 0.36%
241,185
-5,457
60
$10.2M 0.36%
126,971
+8,856
61
$10.1M 0.35%
99,812
+2,215
62
$9.74M 0.34%
185,330
+20,407
63
$9.61M 0.34%
91,086
+25,161
64
$9.54M 0.33%
87,155
-10,764
65
$9.33M 0.33%
93,207
+15,947
66
$9.05M 0.32%
75,610
+3,465
67
$9M 0.31%
241,690
+1,818
68
$8.93M 0.31%
358,925
-41,342
69
$8.89M 0.31%
137,187
+10,398
70
$8.68M 0.3%
503,470
-3,641
71
$8.6M 0.3%
96,222
+5,428
72
$8.57M 0.3%
193,536
+80,996
73
$8.39M 0.29%
97,855
+6,499
74
$8.28M 0.29%
172,469
+20,649
75
$8.1M 0.28%
105,714
-809
1 2
3
4 5