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
951
$340K 0.01%
2,442
+33
952
$338K 0.01%
13,095
-4,400
953
$337K 0.01%
6,199
+678
954
$337K 0.01%
4,408
+63
955
$336K 0.01%
6,982
-808
956
$335K 0.01%
10,892
957
$335K 0.01%
27,313
958
$332K 0.01%
4,586
+557
959
$332K 0.01%
1,000
960
$331K 0.01%
5,555
-543
961
$330K 0.01%
25,735
+150
962
$330K 0.01%
22,779
-635
963
$330K 0.01%
+6,195
964
$329K 0.01%
6,877
+1,479
965
$329K 0.01%
26,132
+7,018
966
$329K 0.01%
5,777
-844
967
$328K 0.01%
14,261
+133
968
$327K 0.01%
+11,188
969
$326K 0.01%
23,713
+4,481
970
$325K 0.01%
3,410
-966
971
$325K 0.01%
21,517
+5,575
972
$325K 0.01%
+9,372
973
$325K 0.01%
14,859
-2,250
974
$325K 0.01%
15,691
+1,025
975
$325K 0.01%
7,110
-10,809
37 38
39
40 41