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
176
$3.15M 0.11%
36,000
+10,911
177
$3.15M 0.11%
306,591
+7,716
178
$3.15M 0.11%
101,134
+11,666
179
$3.12M 0.11%
68,338
+13,605
180
$3.12M 0.11%
122,174
+14,399
181
$3.1M 0.11%
34,980
+67
182
$3.1M 0.11%
106,316
-27,043
183
$3.07M 0.11%
38,223
+1,547
184
$3.05M 0.11%
68,862
+18,801
185
$3.04M 0.11%
16
-2
186
$3.04M 0.11%
116,625
+673
187
$3.02M 0.11%
36,639
-6,267
188
$3M 0.1%
36,696
+4,178
189
$2.98M 0.1%
96,567
+18,918
190
$2.96M 0.1%
47,013
-17,320
191
$2.96M 0.1%
112,182
+160
192
$2.95M 0.1%
47,091
+320
193
$2.93M 0.1%
28,467
+1,589
194
$2.92M 0.1%
38,730
+1,717
195
$2.9M 0.1%
77,112
-1,614
196
$2.89M 0.1%
178,160
+23,120
197
$2.86M 0.1%
108,174
-2,260
198
$2.86M 0.1%
72,537
-798
199
$2.83M 0.1%
108,472
+7,477
200
$2.82M 0.1%
42,545
+811
6 7
8
9 10