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
1126
$232K 0.01%
3,683
+222
1127
$232K 0.01%
3,616
-264
1128
$232K 0.01%
12,945
+2
1129
$231K 0.01%
+8,289
1130
$230K 0.01%
+5,109
1131
$229K 0.01%
3,761
1132
$229K 0.01%
16,990
-1,680
1133
$229K 0.01%
17,614
+492
1134
$229K 0.01%
+4,719
1135
$228K 0.01%
16,740
-1,730
1136
$228K 0.01%
8,624
-63,400
1137
$227K 0.01%
+6,931
1138
$227K 0.01%
17,023
+137
1139
$226K 0.01%
17,729
+960
1140
$226K 0.01%
+12,299
1141
$226K 0.01%
6,022
-763
1142
$225K 0.01%
2,721
-4,110
1143
$225K 0.01%
11,504
-80,933
1144
$225K 0.01%
5,830
+30
1145
$224K 0.01%
3,799
-73
1146
$224K 0.01%
+8,470
1147
$224K 0.01%
6,817
+737
1148
$223K 0.01%
4,600
-584
1149
$223K 0.01%
+4,717
1150
$222K 0.01%
3,681
-266
44 45
46
47 48