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
401
$1.41M 0.04%
53,918
-3,812
402
$1.41M 0.04%
11,439
+3,543
403
$1.41M 0.04%
25,856
+3,778
404
$1.4M 0.04%
29,014
+4,017
405
$1.4M 0.04%
28,752
-1,052
406
$1.4M 0.04%
23,532
-5,284
407
$1.4M 0.04%
31,691
+1,418
408
$1.39M 0.04%
23,488
+1,769
409
$1.39M 0.04%
54,653
-6,681
410
$1.38M 0.04%
32,919
+831
411
$1.37M 0.04%
495
+50
412
$1.37M 0.04%
92,181
+11,960
413
$1.37M 0.04%
43,397
+5,114
414
$1.35M 0.04%
21,686
+434
415
$1.35M 0.04%
12,658
-461
416
$1.34M 0.04%
50,062
+940
417
$1.34M 0.04%
14,665
+2,161
418
$1.33M 0.04%
21,097
-523
419
$1.33M 0.04%
15,148
-257
420
$1.32M 0.04%
22,418
-1,281
421
$1.32M 0.04%
41,022
+1,954
422
$1.32M 0.04%
37,234
+9,117
423
$1.31M 0.04%
14,847
+306
424
$1.3M 0.04%
11,600
-147
425
$1.3M 0.04%
49,664
-129,836
15 16
17
18 19