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
1051
$271K 0.01%
4,630
+216
1052
$271K 0.01%
19,795
+2,225
1053
$271K 0.01%
6,585
-62
1054
$271K 0.01%
2,603
+14
1055
$270K 0.01%
30,572
-10,400
1056
$270K 0.01%
1,498
-53
1057
$269K 0.01%
14,711
-177
1058
$268K 0.01%
+4,292
1059
$267K 0.01%
6,855
-6,496
1060
$267K 0.01%
14,507
+1,645
1061
$266K 0.01%
+12,955
1062
$265K 0.01%
+8,318
1063
$264K 0.01%
+4,811
1064
$263K 0.01%
14,837
-254
1065
$262K 0.01%
5,536
+647
1066
$262K 0.01%
3,588
-1,002
1067
$262K 0.01%
5,496
-1,280
1068
$261K 0.01%
21,553
-600
1069
$261K 0.01%
22,780
+7,350
1070
$261K 0.01%
5,968
+1,035
1071
$260K 0.01%
+73,152
1072
$258K 0.01%
6,924
1073
$258K 0.01%
10,572
-55,642
1074
$258K 0.01%
175,319
+40,800
1075
$258K 0.01%
18,369
+272
41 42
43
44 45