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
726
$529K 0.02%
9,225
-30
727
$528K 0.02%
+3,705
728
$528K 0.02%
25,035
+2,020
729
$527K 0.02%
16,438
+1,507
730
$525K 0.02%
8,942
+386
731
$525K 0.02%
12,826
+7,776
732
$525K 0.02%
9,944
+10
733
$524K 0.02%
+25,630
734
$523K 0.02%
21,176
-39,934
735
$522K 0.02%
33,266
+3,930
736
$522K 0.02%
14,065
+3,865
737
$519K 0.02%
10,508
+2,172
738
$518K 0.02%
8,319
+128
739
$517K 0.02%
39,933
+1,021
740
$516K 0.02%
4,339
+39
741
$514K 0.02%
26,225
+8,263
742
$513K 0.02%
23,402
-1,223
743
$509K 0.02%
10,291
-1,354
744
$509K 0.02%
6,575
+415
745
$509K 0.02%
+21,588
746
$508K 0.02%
13,929
+3,950
747
$507K 0.02%
19,841
+2,894
748
$507K 0.02%
8,724
+1,570
749
$507K 0.02%
6,596
+563
750
$507K 0.02%
7,328
+413
28 29
30
31 32