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
826
$428K 0.01%
3,618
-309
827
$427K 0.01%
4,371
+1,026
828
$425K 0.01%
26,641
+3,573
829
$425K 0.01%
30,907
-1,809
830
$424K 0.01%
34,199
+540
831
$423K 0.01%
30,836
+4,987
832
$420K 0.01%
4,053
+97
833
$420K 0.01%
16,246
+1,024
834
$419K 0.01%
32,856
+6,645
835
$419K 0.01%
5,302
+1,358
836
$418K 0.01%
6,484
+1,250
837
$418K 0.01%
9,572
-419
838
$417K 0.01%
10,925
+2,000
839
$416K 0.01%
3,320
+425
840
$415K 0.01%
24,432
+1,434
841
$415K 0.01%
8,027
-326
842
$414K 0.01%
7,551
+986
843
$414K 0.01%
8,030
+1,357
844
$413K 0.01%
6,711
-543
845
$412K 0.01%
8,304
+1,504
846
$412K 0.01%
24,271
+1,844
847
$411K 0.01%
3,437
+1,187
848
$408K 0.01%
11,782
-3,210
849
$407K 0.01%
10,405
+2,404
850
$407K 0.01%
3,239
-310
32 33
34
35 36