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
1026
$286K 0.01%
3,701
+50
1027
$285K 0.01%
56,745
-1,290
1028
$285K 0.01%
45,290
+2,170
1029
$284K 0.01%
6,370
+735
1030
$284K 0.01%
+4,341
1031
$284K 0.01%
8,048
-568
1032
$283K 0.01%
24,161
-695
1033
$283K 0.01%
1,629
+217
1034
$282K 0.01%
10,246
-9,733
1035
$281K 0.01%
+8,460
1036
$281K 0.01%
4,902
-917
1037
$281K 0.01%
3,146
+668
1038
$281K 0.01%
18,946
+2,000
1039
$280K 0.01%
19,123
+1,057
1040
$279K 0.01%
32,952
+2,463
1041
$278K 0.01%
21,239
-2,103
1042
$278K 0.01%
19,325
1043
$276K 0.01%
21,069
+29
1044
$276K 0.01%
11,400
-700
1045
$275K 0.01%
+17,596
1046
$274K 0.01%
15,384
-26,917
1047
$273K 0.01%
5,716
+918
1048
$273K 0.01%
6,985
-4,216
1049
$272K 0.01%
+7,227
1050
$271K 0.01%
+7,578
40 41
42
43 44