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
851
$405K 0.01%
5,695
+242
852
$405K 0.01%
8,487
+1,300
853
$405K 0.01%
1,301
+475
854
$405K 0.01%
15,571
+88
855
$405K 0.01%
14,664
+441
856
$404K 0.01%
3,358
-1,436
857
$404K 0.01%
37,798
-51
858
$402K 0.01%
16,157
859
$402K 0.01%
5,589
+445
860
$401K 0.01%
158
+40
861
$401K 0.01%
37,755
-1,606
862
$401K 0.01%
30,568
-1,494
863
$400K 0.01%
4,935
-969
864
$399K 0.01%
14,668
865
$399K 0.01%
5,195
-7,585
866
$399K 0.01%
3,940
+976
867
$399K 0.01%
3,304
+857
868
$397K 0.01%
7,836
-530
869
$394K 0.01%
6,727
870
$393K 0.01%
28,523
-179
871
$392K 0.01%
10,338
+552
872
$390K 0.01%
8,178
+2,901
873
$389K 0.01%
+31,510
874
$388K 0.01%
11,367
-21
875
$388K 0.01%
16,851
-4,853
33 34
35
36 37