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
301
$2.14M 0.06%
9,539
+712
302
$2.13M 0.06%
29,019
-1,902
303
$2.12M 0.06%
116,760
-24
304
$2.1M 0.06%
71,440
-527
305
$2.1M 0.06%
23,976
+8,694
306
$2.09M 0.06%
252,164
-17,641
307
$2.07M 0.06%
18,824
+1,569
308
$2.07M 0.06%
81,539
+834
309
$2.04M 0.06%
37,888
+13,096
310
$2.02M 0.06%
122,487
+4,197
311
$2.01M 0.06%
15,354
+2,784
312
$2M 0.06%
10,042
+137
313
$1.99M 0.06%
88,920
-5,760
314
$1.98M 0.05%
18,413
-687
315
$1.96M 0.05%
44,585
+1,281
316
$1.96M 0.05%
28,325
+1,490
317
$1.95M 0.05%
81,945
+485
318
$1.94M 0.05%
27,178
-67,097
319
$1.93M 0.05%
47,770
-636
320
$1.93M 0.05%
74,272
+245
321
$1.93M 0.05%
80,922
-6,399
322
$1.92M 0.05%
44,148
-13,125
323
$1.92M 0.05%
150,552
+5,619
324
$1.91M 0.05%
51,080
+3,572
325
$1.91M 0.05%
39,003
+2,375
11 12
13
14 15