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
1276
$109K ﹤0.01%
51,850
1277
$104K ﹤0.01%
12,039
+1,200
1278
$104K ﹤0.01%
48,684
+34,500
1279
$103K ﹤0.01%
24,285
1280
$102K ﹤0.01%
29,543
-6,009
1281
$101K ﹤0.01%
31,037
+16,000
1282
$101K ﹤0.01%
10,320
-697
1283
$99K ﹤0.01%
18,720
+3,346
1284
$99K ﹤0.01%
+4,077
1285
$99K ﹤0.01%
36,950
-1,200
1286
$98K ﹤0.01%
17,456
+1,889
1287
$96K ﹤0.01%
7,837
+117
1288
$96K ﹤0.01%
13,765
1289
$96K ﹤0.01%
16,551
1290
$93K ﹤0.01%
4,114
+408
1291
$89K ﹤0.01%
14,732
-2,717
1292
$85K ﹤0.01%
16,175
1293
$83K ﹤0.01%
+10,237
1294
$78K ﹤0.01%
1,071
1295
$75K ﹤0.01%
11,353
-3,350
1296
$74K ﹤0.01%
14,671
+523
1297
$73K ﹤0.01%
184
+22
1298
$70K ﹤0.01%
2,349
+250
1299
$68K ﹤0.01%
13,856
+3,534
1300
$64K ﹤0.01%
1,010
-941
50 51
52
53 54