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
1201
$200K 0.01%
48,799
+14,272
1202
$198K 0.01%
13,889
-722
1203
$198K 0.01%
23,204
-574
1204
$197K 0.01%
22,548
+4,505
1205
$195K 0.01%
9,764
-5,278
1206
$195K 0.01%
13,835
-700
1207
$194K 0.01%
12,919
+588
1208
$194K 0.01%
14,205
+3,200
1209
$193K 0.01%
16,372
-3,056
1210
$193K 0.01%
11,003
+1,002
1211
$193K 0.01%
28,178
+4,502
1212
$190K 0.01%
10,225
-5,672
1213
$189K 0.01%
13,339
+586
1214
$188K 0.01%
22,733
-500
1215
$188K 0.01%
+405,600
1216
$188K 0.01%
+11,571
1217
$184K 0.01%
12,500
1218
$183K 0.01%
24,229
+2,297
1219
$183K 0.01%
25,431
-3,282
1220
$182K 0.01%
21,508
+738
1221
$181K 0.01%
14,495
+1,470
1222
$181K 0.01%
13,762
+469
1223
$179K 0.01%
13,659
+292
1224
$179K 0.01%
13,203
+405
1225
$178K 0.01%
12,721
+1,200
47 48
49
50 51