Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $37.8B
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.47%
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
+$13.6M
2
+$7.59M
3
+$6.43M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$4.01M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$3.8M

Top Sells

1
+$13.3M
2
+$13.3M
3
+$4.55M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$4.28M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.94M

Sector Composition

1 Energy 6.47%
2 Technology 4.94%
3 Financials 4.79%
4 Healthcare 4.42%
5 Industrials 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1326
$12K ﹤0.01%
1
1327
$9K ﹤0.01%
2,029
1328
$9K ﹤0.01%
20,000
1329
$7K ﹤0.01%
750
1330
$5K ﹤0.01%
30,000
1331
– –
-25,941
1332
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-14,254
1333
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-4,219
1334
– –
-11,084
1335
– –
-47,368
1336
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-19,118
1337
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-2,979
1338
– –
-8,075
1339
– –
-6,252
1340
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-4
1341
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-13,024
1342
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-8,519
1343
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-1,132
1344
– –
-2,019
1345
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-2,130
1346
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-46,731
1347
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-1,819
1348
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-10,630
1349
– –
-8,979
1350
– –
-2,569
52 53
54
55 56