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
176
$4.18M 0.12%
26,280
+2,766
177
$4.18M 0.12%
49,072
+366
178
$4.17M 0.12%
39,012
+948
179
$4.16M 0.12%
12,031
+109
180
$4.15M 0.11%
74,543
-8,685
181
$4.15M 0.11%
68,379
+3,884
182
$4.15M 0.11%
44,359
+2,407
183
$4.13M 0.11%
166,402
-12,390
184
$4.12M 0.11%
30,535
+2,542
185
$4.02M 0.11%
276,771
-80,042
186
$3.99M 0.11%
68,879
-4,787
187
$3.96M 0.11%
275,620
+11,652
188
$3.96M 0.11%
290,259
+99,431
189
$3.94M 0.11%
87,718
+75,354
190
$3.87M 0.11%
39,913
+6,066
191
$3.85M 0.11%
35,395
-77
192
$3.84M 0.11%
18,084
-19
193
$3.84M 0.11%
55,779
+7,941
194
$3.81M 0.11%
59,148
+1,460
195
$3.77M 0.1%
34,876
-6,857
196
$3.74M 0.1%
210,755
+26,617
197
$3.73M 0.1%
159,442
+1,555
198
$3.71M 0.1%
62,773
+5,369
199
$3.66M 0.1%
70,321
+6,111
200
$3.64M 0.1%
248,173
+10,454
6 7
8
9 10