Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $32.9B
1-Year Est. Return 17.64%
This Quarter Est. Return
1 Year Est. Return
+17.64%
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
26
$23.5M 0.65%
300,488
+36,307
27
$22.9M 0.63%
188,129
+4,135
28
$22.6M 0.62%
427,661
+58,334
29
$22.2M 0.61%
215,209
-464
30
$22M 0.61%
225,461
+4,875
31
$21.6M 0.6%
257,497
+44,981
32
$21.5M 0.59%
253,521
+28,334
33
$21.4M 0.59%
703,455
+76,347
34
$20.7M 0.57%
75,835
+11,190
35
$19.4M 0.54%
608,533
+63,874
36
$19.3M 0.53%
167,040
+10,425
37
$19M 0.52%
407,036
-1,219
38
$18.3M 0.51%
373,673
+13,363
39
$18.2M 0.5%
450,673
+110,216
40
$16.9M 0.47%
220,875
-69,260
41
$16.7M 0.46%
176,354
-1,151
42
$16.4M 0.45%
220,916
-2,338
43
$16.1M 0.44%
166,872
+7,553
44
$15.8M 0.44%
357,966
-6,413
45
$15.7M 0.43%
369,424
+233,972
46
$15.6M 0.43%
187,689
+60,721
47
$15.3M 0.42%
417,252
+41,507
48
$15.1M 0.42%
268,798
+16,539
49
$15M 0.41%
170,856
+27,718
50
$14.9M 0.41%
137,204
-7,724
1
2
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