Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $32.9B
1-Year Est. Return 17.64%
This Quarter Est. Return
1 Year Est. Return
+17.64%
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
101
$6.36M 0.22%
156,424
+4,876
102
$6.26M 0.22%
65,809
+2,806
103
$6.11M 0.21%
51,251
-81
104
$5.97M 0.21%
294,698
-32,597
105
$5.93M 0.21%
72,132
+3,721
106
$5.82M 0.2%
164,997
+7,229
107
$5.77M 0.2%
147,290
-674
108
$5.75M 0.2%
49,614
+30,190
109
$5.47M 0.19%
126,779
-4,596
110
$5.46M 0.19%
52,746
+29,396
111
$5.37M 0.19%
48,061
+26,294
112
$5.37M 0.19%
131,243
+5,359
113
$5.35M 0.19%
87,973
-226,470
114
$5.32M 0.19%
212,397
+15,333
115
$5.31M 0.19%
106,248
+2,514
116
$5.3M 0.19%
94,726
+287
117
$5.03M 0.18%
86,841
-29,787
118
$5M 0.17%
88,579
+5,050
119
$4.9M 0.17%
93,546
+4,383
120
$4.85M 0.17%
91,752
+906
121
$4.85M 0.17%
61,181
+1,447
122
$4.81M 0.17%
64,830
+672
123
$4.79M 0.17%
164,450
-145,347
124
$4.74M 0.17%
65,193
-22,649
125
$4.67M 0.16%
131,788
+2,046
3 4
5
6 7