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
1301
$63K ﹤0.01%
10,950
+500
1302
$61K ﹤0.01%
2,542
1303
$61K ﹤0.01%
694
+7
1304
$59K ﹤0.01%
+3,212
1305
$58K ﹤0.01%
+11,285
1306
$57K ﹤0.01%
12,358
1307
$57K ﹤0.01%
15,382
+250
1308
$48K ﹤0.01%
+10,000
1309
$47K ﹤0.01%
11,496
-211
1310
$45K ﹤0.01%
+10,000
1311
$43K ﹤0.01%
+10
1312
$42K ﹤0.01%
10,079
-102
1313
$41K ﹤0.01%
19,727
1314
$40K ﹤0.01%
18,000
+7,500
1315
$34K ﹤0.01%
114
+18
1316
$33K ﹤0.01%
10,776
1317
$32K ﹤0.01%
392
-4,395
1318
$32K ﹤0.01%
12,326
-600
1319
$31K ﹤0.01%
12,300
-1,000
1320
$29K ﹤0.01%
3,613
1321
$27K ﹤0.01%
9,222
1322
$22K ﹤0.01%
13
1323
$20K ﹤0.01%
48
-4
1324
$17K ﹤0.01%
17,363
-400
1325
$16K ﹤0.01%
14,200
51 52
53
54 55