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
426
$1.3M 0.04%
62,645
-1,150
427
$1.3M 0.04%
57,615
+4,043
428
$1.29M 0.04%
45,080
+4,550
429
$1.29M 0.04%
32,931
-784
430
$1.27M 0.04%
77,666
+21,524
431
$1.27M 0.04%
55,435
+3,565
432
$1.25M 0.03%
21,933
+1,046
433
$1.25M 0.03%
26,163
+14,885
434
$1.25M 0.03%
18,962
-627
435
$1.24M 0.03%
10,832
+502
436
$1.24M 0.03%
132,160
-9,240
437
$1.24M 0.03%
122,495
+35,922
438
$1.23M 0.03%
22,474
-4,088
439
$1.22M 0.03%
39,861
-5,683
440
$1.22M 0.03%
20,748
-164
441
$1.22M 0.03%
19,860
-889
442
$1.22M 0.03%
63,516
-1,743
443
$1.22M 0.03%
21,130
+5,746
444
$1.22M 0.03%
24,253
+648
445
$1.21M 0.03%
12,757
-52
446
$1.2M 0.03%
36,974
-1,855
447
$1.2M 0.03%
23,007
-241
448
$1.2M 0.03%
24,068
+4,566
449
$1.19M 0.03%
67,858
-5,888
450
$1.18M 0.03%
23,691
+9,787
16 17
18
19 20