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
251
$2.81M 0.08%
48,745
-111
252
$2.81M 0.08%
93,304
+7,096
253
$2.81M 0.08%
46,912
-5,922
254
$2.79M 0.08%
35,854
+7,600
255
$2.77M 0.08%
59,784
+2,475
256
$2.73M 0.08%
120,174
-4,667
257
$2.72M 0.08%
49,883
+9,001
258
$2.67M 0.07%
46,266
+11,036
259
$2.66M 0.07%
27,449
+1,500
260
$2.65M 0.07%
26,152
+4,748
261
$2.64M 0.07%
162,370
+24,445
262
$2.63M 0.07%
40,603
-3,444
263
$2.61M 0.07%
38,927
+1,749
264
$2.6M 0.07%
108,906
+5,614
265
$2.59M 0.07%
+49,604
266
$2.59M 0.07%
129,983
-17,826
267
$2.58M 0.07%
70,222
+816
268
$2.57M 0.07%
130,043
+16,137
269
$2.56M 0.07%
26,741
+1,246
270
$2.53M 0.07%
83,792
-12,760
271
$2.52M 0.07%
110,504
-39,878
272
$2.51M 0.07%
212,241
+22,565
273
$2.5M 0.07%
46,382
+1,398
274
$2.48M 0.07%
21,958
+5
275
$2.48M 0.07%
99,450
+6,819
9 10
11
12 13