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
151
$3.72M 0.13%
186,286
+4,462
152
$3.69M 0.13%
101,047
+6,633
153
$3.59M 0.13%
64,377
+4,766
154
$3.55M 0.12%
42,785
+15,243
155
$3.53M 0.12%
246,264
+16,390
156
$3.53M 0.12%
81,441
+7,483
157
$3.5M 0.12%
54,923
+5,001
158
$3.49M 0.12%
86,218
+13,738
159
$3.44M 0.12%
55,325
+670
160
$3.43M 0.12%
69,468
-2,599
161
$3.43M 0.12%
76,542
-196
162
$3.42M 0.12%
232,353
+11,171
163
$3.39M 0.12%
58,708
+5,382
164
$3.37M 0.12%
28,469
-6,788
165
$3.37M 0.12%
31,516
+724
166
$3.36M 0.12%
28,460
+3,322
167
$3.34M 0.12%
130,448
+3,516
168
$3.34M 0.12%
+18,069
169
$3.32M 0.12%
+32,381
170
$3.28M 0.11%
54,691
+1,158
171
$3.28M 0.11%
127,196
+964
172
$3.26M 0.11%
63,535
-46
173
$3.24M 0.11%
107,923
+25,556
174
$3.23M 0.11%
31,477
+1,351
175
$3.21M 0.11%
61,131
+4,966
5 6
7
8 9