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
926
$353K 0.01%
5,436
+7
927
$353K 0.01%
5,251
+163
928
$353K 0.01%
1,683
929
$353K 0.01%
10,441
+1,766
930
$352K 0.01%
14,894
-85,027
931
$352K 0.01%
14,282
-300
932
$352K 0.01%
12,754
+961
933
$352K 0.01%
10,646
-196
934
$351K 0.01%
14,780
+1,052
935
$351K 0.01%
18,989
-84
936
$350K 0.01%
31,890
-2,670
937
$349K 0.01%
7,269
-1,952
938
$349K 0.01%
31,006
+4,274
939
$349K 0.01%
16,631
+4,335
940
$349K 0.01%
5,856
+282
941
$347K 0.01%
+10,865
942
$346K 0.01%
6,538
+425
943
$346K 0.01%
8,420
-140
944
$346K 0.01%
14,972
-48
945
$346K 0.01%
14,278
-819
946
$343K 0.01%
5,997
+709
947
$343K 0.01%
3,286
+822
948
$342K 0.01%
2,250
-87
949
$341K 0.01%
6,084
+308
950
$340K 0.01%
22,694
-3,383
36 37
38
39 40