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
276
$2.42M 0.07%
131,557
+7,851
277
$2.41M 0.07%
59,356
+9,566
278
$2.39M 0.07%
29,762
+1,366
279
$2.38M 0.07%
209,668
+12,191
280
$2.38M 0.07%
117,872
+2,593
281
$2.36M 0.07%
23,663
-92
282
$2.36M 0.07%
82,050
-4,309
283
$2.35M 0.07%
27,987
-1,533
284
$2.33M 0.06%
222,922
+128,135
285
$2.29M 0.06%
166,791
+38,027
286
$2.27M 0.06%
25,540
+444
287
$2.24M 0.06%
232,813
-18,357
288
$2.24M 0.06%
138,157
+9,010
289
$2.23M 0.06%
23,366
+697
290
$2.23M 0.06%
46,937
+765
291
$2.22M 0.06%
81,216
-48,436
292
$2.22M 0.06%
265,290
-57,906
293
$2.21M 0.06%
72,075
-5,940
294
$2.19M 0.06%
24,547
+18,831
295
$2.18M 0.06%
66,860
+4,469
296
$2.18M 0.06%
65,360
+4,738
297
$2.17M 0.06%
53,123
-91
298
$2.17M 0.06%
83,407
-3,966
299
$2.17M 0.06%
119,601
+17,828
300
$2.15M 0.06%
97,936
-3,700
10 11
12
13 14