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 4.94%
3 Financials 4.82%
4 Healthcare 4.42%
5 Industrials 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1176
$210K 0.01%
+4,374
1177
$210K 0.01%
4,619
-451
1178
$210K 0.01%
+6,220
1179
$209K 0.01%
+6,916
1180
$209K 0.01%
+1,498
1181
$209K 0.01%
+21,041
1182
$208K 0.01%
+12,600
1183
$208K 0.01%
+737
1184
$208K 0.01%
10,546
-500
1185
$207K 0.01%
7,154
+15
1186
$206K 0.01%
+3,338
1187
$206K 0.01%
3,850
-262
1188
$205K 0.01%
+3,299
1189
$205K 0.01%
5,518
-1,291
1190
$204K 0.01%
10,057
-1,455
1191
$204K 0.01%
+6,583
1192
$203K 0.01%
+5,907
1193
$203K 0.01%
+7,484
1194
$202K 0.01%
+5,050
1195
$202K 0.01%
21,539
-2,300
1196
$201K 0.01%
374
+1
1197
$201K 0.01%
+5,205
1198
$201K 0.01%
+9,073
1199
$201K 0.01%
+2,639
1200
$200K 0.01%
38,879
+4,596