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
801
$459K 0.02%
14,596
-3,391
802
$458K 0.02%
5,462
+635
803
$457K 0.02%
4,111
-13,938
804
$453K 0.02%
18,528
-600
805
$452K 0.02%
17,460
806
$452K 0.02%
20,292
-5,420
807
$446K 0.02%
18,773
+7,994
808
$446K 0.02%
3,108
+527
809
$446K 0.02%
32,107
+6,700
810
$445K 0.02%
29,885
-427
811
$445K 0.02%
2,595
+698
812
$444K 0.02%
69,704
+8,700
813
$443K 0.02%
8,968
+542
814
$442K 0.02%
7,905
+144
815
$440K 0.02%
12,860
-1,791
816
$438K 0.02%
11,611
+1,474
817
$437K 0.02%
7,441
-154
818
$437K 0.02%
25,739
+3,249
819
$435K 0.02%
+16,704
820
$434K 0.02%
6,115
-5,977
821
$433K 0.02%
9,900
+2,779
822
$432K 0.02%
8,990
-50
823
$431K 0.02%
24,507
-3,879
824
$429K 0.02%
32,484
-1,359
825
$429K 0.02%
18,322
-25
31 32
33
34 35