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
326
$1.9M 0.05%
117,915
+8,627
327
$1.9M 0.05%
100,861
+3,436
328
$1.89M 0.05%
44,553
+1,626
329
$1.88M 0.05%
100,943
+10,619
330
$1.88M 0.05%
57,397
-2,069
331
$1.88M 0.05%
59,134
+12,583
332
$1.86M 0.05%
51,525
+7,275
333
$1.85M 0.05%
21,165
+1,061
334
$1.84M 0.05%
37,296
-343
335
$1.83M 0.05%
25,788
-17
336
$1.82M 0.05%
42,380
-5,911
337
$1.82M 0.05%
35,105
+2,112
338
$1.82M 0.05%
131,903
-7,622
339
$1.81M 0.05%
18,939
+114
340
$1.78M 0.05%
42,732
-312
341
$1.78M 0.05%
67,400
-153
342
$1.77M 0.05%
48,435
+11,928
343
$1.76M 0.05%
34,170
+1,196
344
$1.76M 0.05%
11,858
+3,631
345
$1.73M 0.05%
60,230
346
$1.72M 0.05%
19,071
-1,349
347
$1.71M 0.05%
16,669
+16
348
$1.7M 0.05%
33,909
+2,104
349
$1.69M 0.05%
11,924
+410
350
$1.69M 0.05%
41,583
+852
12 13
14
15 16