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
901
$370K 0.01%
8,363
-152
902
$370K 0.01%
10,932
+938
903
$369K 0.01%
51,475
+15
904
$369K 0.01%
6,387
+254
905
$369K 0.01%
40,549
+4,225
906
$368K 0.01%
87,907
+39,501
907
$368K 0.01%
4,088
+600
908
$368K 0.01%
3,241
+763
909
$366K 0.01%
2,135
-275
910
$365K 0.01%
44,317
-9,486
911
$365K 0.01%
12,269
-918
912
$365K 0.01%
13,050
+400
913
$364K 0.01%
7,498
-1,281
914
$364K 0.01%
29,253
-4,542
915
$363K 0.01%
4,875
-475
916
$361K 0.01%
8,026
+88
917
$361K 0.01%
4,865
-871
918
$360K 0.01%
4,450
+1,252
919
$359K 0.01%
42,798
-71
920
$358K 0.01%
1,407
+86
921
$357K 0.01%
5,938
+231
922
$356K 0.01%
24,350
-11,851
923
$355K 0.01%
8,633
+1,516
924
$355K 0.01%
12,484
+1,252
925
$355K 0.01%
22,100
+23
35 36
37
38 39