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
976
$325K 0.01%
6,177
-78
977
$324K 0.01%
1,949
-123
978
$324K 0.01%
3,503
-1,916
979
$323K 0.01%
12,542
-125
980
$323K 0.01%
21,132
-892
981
$322K 0.01%
4,747
-1,218
982
$322K 0.01%
6,386
-24
983
$322K 0.01%
6,599
+2,755
984
$321K 0.01%
15,002
-269
985
$321K 0.01%
+24,614
986
$321K 0.01%
17,363
+1,623
987
$320K 0.01%
33,908
+7,993
988
$319K 0.01%
6,720
-732
989
$319K 0.01%
+24,853
990
$317K 0.01%
5,406
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991
$316K 0.01%
6,218
-8,293
992
$316K 0.01%
+10,779
993
$315K 0.01%
10,063
-1,526
994
$315K 0.01%
2,669
+245
995
$311K 0.01%
4,135
-786
996
$309K 0.01%
6,221
+1,477
997
$307K 0.01%
3,331
-123
998
$306K 0.01%
6,428
+1,706
999
$306K 0.01%
3,483
-328
1000
$305K 0.01%
+11,795
38 39
40
41 42