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
101
$7.75M 0.21%
91,383
-2,456
102
$7.64M 0.21%
101,610
+6,687
103
$7.58M 0.21%
68,200
+6,332
104
$7.31M 0.2%
91,204
+6,085
105
$7.27M 0.2%
167,613
+3,968
106
$7.24M 0.2%
107,736
+8,710
107
$7.14M 0.2%
300,177
+21,377
108
$6.96M 0.19%
65,329
+36,140
109
$6.9M 0.19%
428,950
+28,200
110
$6.87M 0.19%
3,262
-868
111
$6.79M 0.19%
240,585
-540
112
$6.75M 0.19%
128,266
+3,454
113
$6.75M 0.19%
100,507
+9,733
114
$6.69M 0.18%
157,088
+2,464
115
$6.59M 0.18%
278,922
+4,281
116
$6.49M 0.18%
210,786
+9,052
117
$6.45M 0.18%
215,803
+18,043
118
$6.44M 0.18%
131,161
-3,628
119
$6.42M 0.18%
136,026
+5,052
120
$6.4M 0.18%
190,293
+7,346
121
$6.35M 0.18%
235,140
+638
122
$6.21M 0.17%
118,961
+28,703
123
$6.21M 0.17%
148,181
+3,654
124
$6.09M 0.17%
230,325
+81,350
125
$6.08M 0.17%
86,049
+9,981
3 4
5
6 7