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
451
$1.17M 0.03%
35,817
+24,511
452
$1.17M 0.03%
9,444
+2,061
453
$1.17M 0.03%
10,812
+1,590
454
$1.17M 0.03%
+18,765
455
$1.16M 0.03%
44,069
-2,326
456
$1.15M 0.03%
88,125
+3,140
457
$1.15M 0.03%
72,773
+2,388
458
$1.15M 0.03%
32,763
-457
459
$1.14M 0.03%
29,453
+1,133
460
$1.14M 0.03%
7,187
+451
461
$1.14M 0.03%
38,680
-2,741
462
$1.14M 0.03%
63,125
+1,275
463
$1.14M 0.03%
94,231
+12,569
464
$1.13M 0.03%
53,753
+1,036
465
$1.13M 0.03%
85,525
-30,381
466
$1.13M 0.03%
36,437
+1,183
467
$1.13M 0.03%
31,982
+8,613
468
$1.13M 0.03%
33,886
+19,634
469
$1.11M 0.03%
22,732
+1,273
470
$1.11M 0.03%
61,210
+5,425
471
$1.11M 0.03%
13,328
-9,716
472
$1.1M 0.03%
34,625
+24,119
473
$1.1M 0.03%
32,977
+5,314
474
$1.1M 0.03%
46,087
+1,968
475
$1.09M 0.03%
9,137
-2,330
17 18
19
20 21