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
126
$6.07M 0.17%
49,769
+3,549
127
$6.07M 0.17%
51,632
-29,228
128
$6.03M 0.17%
77,482
+2,618
129
$6.03M 0.17%
48,993
-714
130
$5.96M 0.16%
274,740
+30,720
131
$5.96M 0.16%
331,098
+14,469
132
$5.95M 0.16%
75,896
+22,184
133
$5.9M 0.16%
275,652
+27,275
134
$5.85M 0.16%
191,774
+8,226
135
$5.7M 0.16%
137,452
-11,606
136
$5.68M 0.16%
156,479
+11,219
137
$5.62M 0.16%
53,549
-9,073
138
$5.55M 0.15%
114,666
-1,992
139
$5.55M 0.15%
134,051
+1,763
140
$5.51M 0.15%
82,478
+1,804
141
$5.51M 0.15%
52,532
+6,609
142
$5.45M 0.15%
100,034
+23,364
143
$5.44M 0.15%
101,528
+11,050
144
$5.38M 0.15%
113,047
-11,270
145
$5.31M 0.15%
45,873
+1,420
146
$5.17M 0.14%
61,912
-472
147
$5.12M 0.14%
87,782
+35,605
148
$5.1M 0.14%
160,735
+55,080
149
$5.04M 0.14%
555,728
-69,169
150
$5.03M 0.14%
72,101
-1,711
4 5
6
7 8