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
1151
$222K 0.01%
3,864
-77
1152
$222K 0.01%
31,319
+4,550
1153
$221K 0.01%
16,257
+356
1154
$221K 0.01%
1,706
1155
$220K 0.01%
+15,090
1156
$219K 0.01%
+6,661
1157
$218K 0.01%
+8,657
1158
$218K 0.01%
6,539
+9
1159
$217K 0.01%
+6,359
1160
$217K 0.01%
19,677
+5,605
1161
$217K 0.01%
11,240
-3,284
1162
$217K 0.01%
6,834
-260
1163
$217K 0.01%
18,150
-5,100
1164
$216K 0.01%
14,050
1165
$215K 0.01%
+1,791
1166
$215K 0.01%
11,912
+225
1167
$215K 0.01%
4,583
+50
1168
$213K 0.01%
10,089
-1,928
1169
$213K 0.01%
+13,988
1170
$213K 0.01%
+4,792
1171
$213K 0.01%
8,245
-1,050
1172
$212K 0.01%
+4,079
1173
$211K 0.01%
5,095
+667
1174
$211K 0.01%
+3,813
1175
$210K 0.01%
+6,220
45 46
47
48 49