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
76
$10.2M 0.28%
188,188
+146,825
77
$10.1M 0.28%
171,572
+88,120
78
$10.1M 0.28%
151,595
-511
79
$9.96M 0.28%
125,143
-2,964
80
$9.87M 0.27%
56,139
-55,241
81
$9.83M 0.27%
83,954
+15,468
82
$9.65M 0.27%
103,417
+1,849
83
$9.44M 0.26%
342,525
-2,064
84
$9.35M 0.26%
154,894
+554
85
$9.33M 0.26%
122,401
-291
86
$9.25M 0.26%
136,541
+8,146
87
$9M 0.25%
165,611
+1,076
88
$8.97M 0.25%
233,724
-26,906
89
$8.88M 0.25%
93,358
-4,346
90
$8.67M 0.24%
304,688
-172
91
$8.55M 0.24%
311,435
+26,765
92
$8.54M 0.24%
68,414
+38,180
93
$8.48M 0.23%
79,282
+6,282
94
$8.24M 0.23%
359,181
+74,604
95
$8.24M 0.23%
191,526
+6,564
96
$8.21M 0.23%
59,170
+2,727
97
$8.08M 0.22%
60,189
+1,429
98
$8.07M 0.22%
87,530
+824
99
$8.01M 0.22%
130,464
+10,187
100
$8.01M 0.22%
90,231
-5,783
2 3
4
5 6