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
1076
$255K 0.01%
42,100
+500
1077
$255K 0.01%
5,452
-72
1078
$255K 0.01%
26,976
-300
1079
$255K 0.01%
8,794
+1,616
1080
$251K 0.01%
17,813
+6,600
1081
$251K 0.01%
20,902
+3,025
1082
$251K 0.01%
8,271
-95
1083
$251K 0.01%
7,517
-183
1084
$251K 0.01%
10,464
-2,952
1085
$250K 0.01%
18,179
+337
1086
$250K 0.01%
+5,026
1087
$249K 0.01%
18,484
+544
1088
$249K 0.01%
+9,277
1089
$249K 0.01%
+6,668
1090
$248K 0.01%
+8,943
1091
$248K 0.01%
+6,310
1092
$247K 0.01%
17,239
-1,841
1093
$246K 0.01%
3,396
+492
1094
$245K 0.01%
6,105
-345
1095
$245K 0.01%
7,443
+110
1096
$245K 0.01%
4,747
-149
1097
$245K 0.01%
998
-327
1098
$244K 0.01%
5,570
1099
$244K 0.01%
3,898
-193
1100
$244K 0.01%
4,904
+254
42 43
44
45 46