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
476
$1.09M 0.03%
19,761
+649
477
$1.08M 0.03%
20,908
-6,650
478
$1.08M 0.03%
24,481
+3,968
479
$1.08M 0.03%
6,639
-215
480
$1.08M 0.03%
15,457
+2,794
481
$1.07M 0.03%
23,950
+6,539
482
$1.07M 0.03%
23,752
+362
483
$1.07M 0.03%
31,315
+1,370
484
$1.07M 0.03%
20,457
+2,791
485
$1.07M 0.03%
23,119
+9,781
486
$1.06M 0.03%
50,954
-11,786
487
$1.06M 0.03%
11,383
-1,822
488
$1.05M 0.03%
8,016
-3,544
489
$1.05M 0.03%
61,595
+3,986
490
$1.05M 0.03%
18,280
+139
491
$1.05M 0.03%
18,251
+14,938
492
$1.05M 0.03%
10,252
-141
493
$1.04M 0.03%
18,080
+3,312
494
$1.04M 0.03%
7,759
+466
495
$1.04M 0.03%
16,048
+1,149
496
$1.04M 0.03%
14,953
+173
497
$1.03M 0.03%
4,872
-56
498
$1.03M 0.03%
64,800
+10,490
499
$1.03M 0.03%
+288,774
500
$1.03M 0.03%
24,159
-149
18 19
20
21 22