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
776
$473K 0.02%
27,267
+913
777
$472K 0.02%
14,414
-1,362
778
$469K 0.02%
8,103
+761
779
$469K 0.02%
10,870
-3,375
780
$469K 0.02%
319
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781
$469K 0.02%
39,271
+3,075
782
$468K 0.02%
9,024
-562
783
$468K 0.02%
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+30
784
$468K 0.02%
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785
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6,439
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$466K 0.02%
36,412
+4,771
787
$465K 0.02%
+2,634
788
$465K 0.02%
10,034
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789
$464K 0.02%
9,556
-4,817
790
$464K 0.02%
6,856
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791
$461K 0.02%
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792
$461K 0.02%
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793
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11,474
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794
$460K 0.02%
9,752
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795
$460K 0.02%
4,000
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796
$460K 0.02%
17,623
-345
797
$460K 0.02%
45,780
-169,860
798
$460K 0.02%
8,792
+1,018
799
$459K 0.02%
13,950
+600
800
$459K 0.02%
22,048
-388
30 31
32
33 34