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
1226
$177K 0.01%
10,125
-675
1227
$171K 0.01%
11,134
1228
$170K 0.01%
+13,742
1229
$170K 0.01%
2,334
1230
$169K 0.01%
+3,976
1231
$169K 0.01%
51,418
-500
1232
$167K 0.01%
27,419
+4,509
1233
$167K 0.01%
+1,005
1234
$165K 0.01%
+37,998
1235
$162K 0.01%
10,897
-2,956
1236
$160K 0.01%
10,205
-806
1237
$159K 0.01%
13,036
1238
$159K 0.01%
14,167
+21
1239
$158K 0.01%
6,101
-1,176
1240
$156K 0.01%
4,737
+344
1241
$156K 0.01%
10,379
+8
1242
$156K 0.01%
11,706
+1,595
1243
$152K 0.01%
15,040
+233
1244
$151K 0.01%
17,579
-4,493
1245
$150K 0.01%
+11,964
1246
$150K 0.01%
20,355
+4,455
1247
$149K 0.01%
26,770
-620
1248
$149K 0.01%
15,500
+541
1249
$144K 0.01%
12,731
1250
$143K 0.01%
14,529
+344
48 49
50
51 52