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
776
$472K 0.02%
21,621
-2,043
777
$469K 0.02%
8,103
+761
778
$469K 0.02%
10,870
-3,375
779
$469K 0.02%
319
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780
$469K 0.02%
39,271
+3,075
781
$468K 0.02%
9,024
-562
782
$468K 0.02%
2,992
+30
783
$468K 0.02%
4,614
+17
784
$466K 0.02%
6,439
+331
785
$466K 0.02%
36,412
+4,771
786
$465K 0.02%
+2,634
787
$465K 0.02%
10,034
+563
788
$464K 0.02%
9,556
-4,817
789
$464K 0.02%
6,856
-25,150
790
$461K 0.02%
12,041
+2,664
791
$461K 0.02%
5,506
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$461K 0.02%
11,474
-2,251
793
$460K 0.02%
9,752
+2,251
794
$460K 0.02%
4,000
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795
$460K 0.02%
17,623
-345
796
$460K 0.02%
45,780
-169,860
797
$460K 0.02%
8,792
+1,018
798
$459K 0.02%
13,950
+600
799
$459K 0.02%
22,048
-388
800
$459K 0.02%
14,596
-3,391
30 31
32
33 34