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
51
$14.9M 0.41%
495,410
+135,825
52
$14.8M 0.41%
129,243
+13,636
53
$14.6M 0.4%
216,948
-16,456
54
$14.2M 0.39%
126,463
-11,288
55
$13.8M 0.38%
123,086
+1,773
56
$13.7M 0.38%
97,836
+25,434
57
$13.5M 0.37%
66
+39
58
$13.3M 0.37%
203,404
+46,426
59
$13.2M 0.36%
223,514
+32,044
60
$13M 0.36%
320,616
-50,560
61
$12.9M 0.36%
150,631
+14,359
62
$12.8M 0.35%
308,187
+60,745
63
$12.7M 0.35%
320,235
-138
64
$12.2M 0.34%
427,785
+93,039
65
$11.9M 0.33%
699,558
-30,033
66
$11.6M 0.32%
74,272
+135
67
$11.4M 0.31%
105,580
+36,242
68
$11.3M 0.31%
88,990
+13,664
69
$10.9M 0.3%
145,498
-171,867
70
$10.8M 0.3%
274,217
+3,719
71
$10.7M 0.3%
82,797
+2,860
72
$10.6M 0.29%
244,739
+2,010
73
$10.5M 0.29%
140,334
-14,041
74
$10.5M 0.29%
698,367
+38,285
75
$10.4M 0.29%
340,578
+2,813
1 2
3
4 5