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
201
$2.82M 0.1%
32,946
+747
202
$2.81M 0.1%
69,800
+16,761
203
$2.8M 0.1%
183,184
+5,734
204
$2.8M 0.1%
86,431
+14,713
205
$2.78M 0.1%
20,791
-30
206
$2.77M 0.1%
168,106
+6,228
207
$2.77M 0.1%
19,986
-11,207
208
$2.76M 0.1%
125,933
+7,022
209
$2.75M 0.1%
8,591
+3,385
210
$2.73M 0.1%
40,203
+11,330
211
$2.71M 0.09%
67,590
+1,510
212
$2.7M 0.09%
45,105
+2,685
213
$2.7M 0.09%
22,374
+3,788
214
$2.69M 0.09%
31,320
+1,578
215
$2.68M 0.09%
56,964
-4,243
216
$2.68M 0.09%
121,857
+2,438
217
$2.67M 0.09%
117,273
-5,826
218
$2.64M 0.09%
69,990
+15,918
219
$2.62M 0.09%
61,974
+236
220
$2.59M 0.09%
331,398
-69,798
221
$2.57M 0.09%
95,461
+72,873
222
$2.53M 0.09%
34,441
+5,266
223
$2.52M 0.09%
27,825
+1,722
224
$2.52M 0.09%
23,181
+1,042
225
$2.49M 0.09%
21,603
+2,268
7 8
9
10 11