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
876
$386K 0.01%
16,444
-620
877
$386K 0.01%
12,684
-2,012
878
$384K 0.01%
33,263
-17,033
879
$383K 0.01%
38,735
+25,250
880
$383K 0.01%
8,306
+8
881
$382K 0.01%
20,306
-708
882
$381K 0.01%
39,300
+677
883
$380K 0.01%
15,519
-3,887
884
$380K 0.01%
4,376
+1,649
885
$379K 0.01%
40,678
+33
886
$378K 0.01%
23,190
-1,000
887
$377K 0.01%
2,257
+424
888
$377K 0.01%
19,332
-100
889
$377K 0.01%
43,600
-1,892
890
$376K 0.01%
8,064
+1,136
891
$376K 0.01%
16,875
-287
892
$375K 0.01%
2,550
+286
893
$375K 0.01%
15,677
-1,575
894
$373K 0.01%
8,057
+554
895
$373K 0.01%
16,667
+5,098
896
$372K 0.01%
7,017
+1,845
897
$372K 0.01%
6,980
+2,741
898
$371K 0.01%
6,730
+1,888
899
$370K 0.01%
12,193
+584
900
$370K 0.01%
9,480
-160
34 35
36
37 38