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
376
$1.53M 0.04%
52,766
+3,248
377
$1.53M 0.04%
32,615
+4,995
378
$1.51M 0.04%
66,453
-2,854
379
$1.51M 0.04%
46,717
+4,930
380
$1.51M 0.04%
49,147
+76
381
$1.51M 0.04%
9,463
+442
382
$1.5M 0.04%
22,337
-23,723
383
$1.49M 0.04%
3,692
+198
384
$1.48M 0.04%
15,318
+2,999
385
$1.48M 0.04%
69,500
-1,650
386
$1.48M 0.04%
50,663
+2,288
387
$1.48M 0.04%
10,675
+966
388
$1.48M 0.04%
45,823
+3,950
389
$1.46M 0.04%
18,315
+4
390
$1.45M 0.04%
29,281
+3,624
391
$1.45M 0.04%
36,864
+2,337
392
$1.44M 0.04%
58,228
-5,356
393
$1.44M 0.04%
12,381
-345
394
$1.43M 0.04%
23,189
-1,782
395
$1.43M 0.04%
33,671
-148
396
$1.43M 0.04%
19,463
+315
397
$1.42M 0.04%
15,486
+555
398
$1.42M 0.04%
19,191
+812
399
$1.42M 0.04%
134,456
+18,712
400
$1.41M 0.04%
43,322
+3,072
14 15
16
17 18