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
826
$427K 0.01%
4,371
+1,026
827
$425K 0.01%
26,641
+3,573
828
$425K 0.01%
30,907
-1,809
829
$424K 0.01%
34,199
+540
830
$423K 0.01%
30,836
+4,987
831
$420K 0.01%
4,053
+97
832
$420K 0.01%
16,246
+1,024
833
$419K 0.01%
32,856
+6,645
834
$419K 0.01%
5,302
+1,358
835
$418K 0.01%
6,484
+1,250
836
$418K 0.01%
9,572
-419
837
$417K 0.01%
10,925
+2,000
838
$416K 0.01%
3,320
+425
839
$415K 0.01%
24,432
+1,434
840
$415K 0.01%
8,027
-326
841
$414K 0.01%
7,551
+986
842
$414K 0.01%
8,030
+1,357
843
$413K 0.01%
6,711
-543
844
$412K 0.01%
8,304
+1,504
845
$412K 0.01%
24,271
+1,844
846
$411K 0.01%
3,437
+1,187
847
$408K 0.01%
11,782
-3,210
848
$407K 0.01%
10,405
+2,404
849
$407K 0.01%
3,239
-310
850
$405K 0.01%
5,695
+242
32 33
34
35 36