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
1326
$16K ﹤0.01%
16,540
1327
$12K ﹤0.01%
1
1328
$9K ﹤0.01%
2,029
1329
$9K ﹤0.01%
20,000
1330
$7K ﹤0.01%
750
1331
$5K ﹤0.01%
30,000
1332
– –
-53
1333
– –
-25,941
1334
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-14,254
1335
– –
-4,219
1336
– –
-11,084
1337
– –
-47,368
1338
– –
-19,118
1339
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-2,979
1340
– –
-8,075
1341
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-6,252
1342
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-4
1343
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-13,024
1344
– –
-8,519
1345
– –
-1,132
1346
– –
-2,019
1347
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-2,130
1348
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-46,731
1349
– –
-1,819
1350
– –
-10,630
52 53
54
55 56