Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $32.9B
1-Year Est. Return 17.64%
This Quarter Est. Return
1 Year Est. Return
+17.64%
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
1
$91M 3.18%
462,064
+9,532
2
$55.1M 1.92%
547,261
+33,026
3
$51.3M 1.79%
1,188,566
+9,558
4
$48.2M 1.68%
2,074,604
+27,384
5
$45.9M 1.6%
234,529
-10,858
6
$41.1M 1.44%
404,234
+1,443
7
$36.6M 1.28%
445,333
+36,217
8
$36.5M 1.27%
671,652
+71,169
9
$32.8M 1.14%
626,686
-45,429
10
$32.7M 1.14%
767,971
+152,650
11
$32.2M 1.12%
295,596
-6,573
12
$31.1M 1.08%
454,376
-25,057
13
$29.9M 1.04%
372,017
+32,905
14
$29.8M 1.04%
236,325
+9,092
15
$27.9M 0.97%
281,775
+22,985
16
$26M 0.91%
99,758
+54,317
17
$24.4M 0.85%
259,312
+85,005
18
$24.1M 0.84%
275,008
+22,076
19
$23.3M 0.81%
198,205
+22,030
20
$22.4M 0.78%
277,037
+26,886
21
$22.4M 0.78%
838,922
+34,489
22
$21.8M 0.76%
239,502
-4,965
23
$21.2M 0.74%
271,531
+6,633
24
$20.5M 0.71%
195,508
+11,065
25
$20.3M 0.71%
161,862
+1,982
1
2 3 4 5