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
351
$1.68M 0.05%
24,916
+960
352
$1.68M 0.05%
33,641
+4,438
353
$1.68M 0.05%
40,799
-3,046
354
$1.67M 0.05%
1,454
+26
355
$1.66M 0.05%
21,402
+2,363
356
$1.66M 0.05%
155,228
+21,148
357
$1.66M 0.05%
42,003
+293
358
$1.65M 0.05%
185,576
+59,482
359
$1.65M 0.05%
46,110
360
$1.65M 0.05%
32,266
+5,736
361
$1.61M 0.04%
+43,843
362
$1.6M 0.04%
31,550
+2,860
363
$1.6M 0.04%
25,560
+5,824
364
$1.6M 0.04%
9,365
+571
365
$1.59M 0.04%
19,231
+6,366
366
$1.58M 0.04%
88,470
+3,240
367
$1.57M 0.04%
46,210
-1,380
368
$1.57M 0.04%
36,558
+894
369
$1.57M 0.04%
16,197
-5,449
370
$1.55M 0.04%
33,991
+3,630
371
$1.55M 0.04%
13,345
+338
372
$1.54M 0.04%
57,707
+37,984
373
$1.54M 0.04%
40,426
-1,849
374
$1.54M 0.04%
62,595
+3,345
375
$1.53M 0.04%
49,348
-8
13 14
15
16 17