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
1376
– –
-22,841
1377
– –
-10,185
1378
– –
-11,566
1379
– –
-10,251
1380
– –
-7,359
1381
– –
-69,700
1382
– –
-24,133
1383
– –
-8,347
1384
– –
-17,309
1385
– –
-2,514
1386
– –
-10,892
1387
– –
-1,007
1388
– –
-20,614
1389
– –
-11,236
1390
– –
-11,213
1391
– –
-6,613
1392
– –
-5,884
1393
– –
-14,216
1394
– –
-7,138
1395
– –
-15,737
1396
– –
-24,509
1397
– –
-15,130
52 53 54 55
56