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
751
$506K 0.02%
37,629
-5,373
752
$503K 0.02%
11,562
+1,024
753
$503K 0.02%
3,935
-230
754
$503K 0.02%
12,561
+3,060
755
$503K 0.02%
3,803
+300
756
$499K 0.02%
24,068
-3,044
757
$498K 0.02%
20,883
+7,511
758
$498K 0.02%
396
+7
759
$495K 0.02%
47,142
+13,716
760
$495K 0.02%
6,766
+1,554
761
$494K 0.02%
19,404
-54,300
762
$492K 0.02%
10,358
-5,674
763
$490K 0.02%
14,485
-1,867
764
$487K 0.02%
22,803
+530
765
$484K 0.02%
49,401
+3
766
$482K 0.02%
3,819
-676
767
$482K 0.02%
25,555
+1,135
768
$481K 0.02%
2,576
+299
769
$480K 0.02%
9,007
+1,203
770
$478K 0.02%
20,212
+2,345
771
$477K 0.02%
4,536
+350
772
$476K 0.02%
32,130
+984
773
$475K 0.02%
17,611
-897
774
$475K 0.02%
63,227
+27,698
775
$475K 0.02%
33,648
+5,807
29 30
31
32 33