Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $37.8B
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.47%
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
+$13.6M
2
+$7.59M
3
+$6.43M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$4.01M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$3.8M

Top Sells

1
+$13.3M
2
+$13.3M
3
+$4.55M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$4.28M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.94M

Sector Composition

1 Energy 6.47%
2 Technology 4.94%
3 Financials 4.79%
4 Healthcare 4.42%
5 Industrials 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
$305K 0.01%
57,000
1002
$303K 0.01%
4,174
-196
1003
$301K 0.01%
22,572
1004
$300K 0.01%
21,844
+1,495
1005
$300K 0.01%
4,502
-193
1006
$299K 0.01%
22,450
+2,118
1007
$299K 0.01%
14,357
+58
1008
$298K 0.01%
7,853
-548
1009
$297K 0.01%
5,480
-3,101
1010
$297K 0.01%
28,435
+3,410
1011
$297K 0.01%
7,595
-200
1012
$295K 0.01%
+4,130
1013
$294K 0.01%
21,774
+1,459
1014
$294K 0.01%
9,124
+1,566
1015
$294K 0.01%
6,518
-260
1016
$293K 0.01%
27,075
-984
1017
$291K 0.01%
35,364
-5,597
1018
$290K 0.01%
21,248
-522
1019
$290K 0.01%
+35,719
1020
$289K 0.01%
+5,957
1021
$288K 0.01%
4,431
-383
1022
$288K 0.01%
40,225
-16,448
1023
$287K 0.01%
1,139
-55
1024
$286K 0.01%
3,474
+206
1025
$286K 0.01%
3,701
+50
39 40
41
42 43