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
$3.62B
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,521
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$13M
3
+$9.91M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$9.03M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$7.99M

Top Sells

1
+$14.8M
2
+$12.8M
3
+$12.8M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$9.71M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$7.68M

Sector Composition

1 Technology 5.26%
2 Financials 5.22%
3 Healthcare 4.75%
4 Energy 4.61%
5 Industrials 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.15M 0.09%
86,902
+11,792
227
$3.15M 0.09%
72,486
+1,064
228
$3.13M 0.09%
98,901
-11,700
229
$3.1M 0.09%
57,415
-129,487
230
$3.1M 0.09%
44,066
+1,595
231
$3.09M 0.09%
93,113
+8,604
232
$3.09M 0.09%
234,506
-25,153
233
$3.09M 0.09%
29,712
+3,229
234
$3.09M 0.09%
60,238
+740
235
$3.07M 0.08%
77,468
-11,322
236
$3.05M 0.08%
29,584
+290
237
$3.04M 0.08%
83,214
-54
238
$3.04M 0.08%
97,649
+30,852
239
$3M 0.08%
122,424
-4,852
240
$2.99M 0.08%
69,537
+7,091
241
$2.99M 0.08%
34,229
-6,400
242
$2.95M 0.08%
53,207
+361
243
$2.95M 0.08%
89,026
-2,346
244
$2.92M 0.08%
33,941
-4,585
245
$2.91M 0.08%
394,408
+20,408
246
$2.88M 0.08%
33,779
+1,501
247
$2.86M 0.08%
57,308
+12,972
248
$2.86M 0.08%
26,901
-10,056
249
$2.85M 0.08%
45,468
-19,325
250
$2.82M 0.08%
+75,058
8 9
10
11 12