Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $32.9B
1-Year Est. Return 17.64%
This Quarter Est. Return
1 Year Est. Return
+17.64%
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
76
$8.07M 0.28%
146,266
+748
77
$8M 0.28%
67,381
+1,062
78
$7.88M 0.28%
82,995
+8,733
79
$7.62M 0.27%
158,814
+2,004
80
$7.52M 0.26%
276,255
+21,954
81
$7.51M 0.26%
52,204
+4,596
82
$7.51M 0.26%
69,136
-553
83
$7.4M 0.26%
279,685
+167,148
84
$7.37M 0.26%
280,200
-40,464
85
$7.36M 0.26%
85,826
+15,986
86
$7.22M 0.25%
107,298
+8,849
87
$7.21M 0.25%
261,882
+6,660
88
$7.16M 0.25%
79,660
+12,025
89
$7.03M 0.25%
163,418
+8,814
90
$7.02M 0.24%
456,161
-59,007
91
$6.96M 0.24%
109,644
+29,370
92
$6.92M 0.24%
152,481
+5,533
93
$6.83M 0.24%
118,520
-2,530
94
$6.83M 0.24%
60,133
+30,746
95
$6.73M 0.23%
94,055
+5,398
96
$6.71M 0.23%
138,281
+7,398
97
$6.54M 0.23%
170,448
+5,375
98
$6.52M 0.23%
51,157
-2,165
99
$6.49M 0.23%
261,026
+19,051
100
$6.38M 0.22%
75,648
+3,096
2 3
4
5 6