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
151
$5.02M 0.14%
32,676
-283
152
$4.9M 0.14%
46,282
+1,065
153
$4.89M 0.14%
121,289
+3,691
154
$4.87M 0.13%
50,052
+5,679
155
$4.86M 0.13%
95,182
-637
156
$4.86M 0.13%
39,166
-3,723
157
$4.86M 0.13%
135,700
+82,424
158
$4.75M 0.13%
52,504
+4,886
159
$4.74M 0.13%
40,816
-3,684
160
$4.65M 0.13%
327,375
+230,784
161
$4.63M 0.13%
29,979
+785
162
$4.63M 0.13%
197,013
-5,856
163
$4.6M 0.13%
45,134
+1,417
164
$4.58M 0.13%
229,296
-71,497
165
$4.53M 0.13%
325,412
-26,478
166
$4.53M 0.13%
47,512
+710
167
$4.5M 0.12%
61,030
+2,789
168
$4.5M 0.12%
124,034
-4,372
169
$4.46M 0.12%
38,678
+134
170
$4.44M 0.12%
110,189
-5,290
171
$4.37M 0.12%
112,288
+14,210
172
$4.32M 0.12%
50,667
+6,473
173
$4.26M 0.12%
80,367
+3,058
174
$4.23M 0.12%
97,492
+1,488
175
$4.23M 0.12%
52,516
+2,574
5 6
7
8 9