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
1101
$244K 0.01%
5,570
1102
$244K 0.01%
3,898
-193
1103
$242K 0.01%
9,500
1104
$242K 0.01%
6,038
+1,254
1105
$242K 0.01%
+7,068
1106
$241K 0.01%
7,730
1107
$240K 0.01%
20,000
-900
1108
$240K 0.01%
+4,813
1109
$240K 0.01%
+5,240
1110
$240K 0.01%
21,988
-8
1111
$239K 0.01%
+10,936
1112
$237K 0.01%
6,216
+1,525
1113
$237K 0.01%
3,550
-526
1114
$237K 0.01%
25,601
+9,129
1115
$237K 0.01%
3,131
1116
$237K 0.01%
4,879
-122
1117
$236K 0.01%
21,135
+634
1118
$235K 0.01%
+3,524
1119
$235K 0.01%
17,294
+1,328
1120
$235K 0.01%
+26,050
1121
$234K 0.01%
6,113
-537
1122
$234K 0.01%
6,762
+112
1123
$234K 0.01%
5,143
-253
1124
$234K 0.01%
+38,656
1125
$232K 0.01%
+6,722
43 44
45
46 47