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
126
$4.63M 0.16%
97,408
+5,104
127
$4.56M 0.16%
101,788
+5,700
128
$4.56M 0.16%
115,655
-633
129
$4.55M 0.16%
42,690
+1,250
130
$4.39M 0.15%
76,104
+11,928
131
$4.38M 0.15%
42,429
+2,311
132
$4.37M 0.15%
54,007
-8,443
133
$4.37M 0.15%
34,317
+3,464
134
$4.32M 0.15%
110,644
+2,062
135
$4.3M 0.15%
49,457
+22,739
136
$4.25M 0.15%
68,309
+237
137
$4.18M 0.15%
57,572
+7,601
138
$4.17M 0.15%
37,404
-27,041
139
$4.13M 0.14%
78,320
+1,176
140
$4.11M 0.14%
45,566
+26,083
141
$4.03M 0.14%
67,138
+1,831
142
$4.01M 0.14%
40,244
+9,412
143
$3.96M 0.14%
169,854
+15,099
144
$3.94M 0.14%
88,323
+4,719
145
$3.87M 0.14%
56,815
+3,074
146
$3.86M 0.13%
160,295
+1,764
147
$3.82M 0.13%
115,899
+14,247
148
$3.82M 0.13%
45,137
+1,146
149
$3.8M 0.13%
52,961
+18,060
150
$3.79M 0.13%
165,850
-1,599
4 5
6
7 8