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
201
$3.61M 0.1%
55,332
+12,234
202
$3.59M 0.1%
65,041
+5,523
203
$3.59M 0.1%
54,642
+6,071
204
$3.55M 0.1%
39,907
+1,178
205
$3.51M 0.1%
18,888
+857
206
$3.5M 0.1%
42,935
+253
207
$3.49M 0.1%
232,308
-12,113
208
$3.49M 0.1%
118,035
+3,433
209
$3.49M 0.1%
86,911
+30,565
210
$3.48M 0.1%
423,570
-252,330
211
$3.47M 0.1%
318,456
+1,353
212
$3.46M 0.1%
163,300
+17,040
213
$3.44M 0.1%
27,744
+1,612
214
$3.4M 0.09%
59,502
-24,818
215
$3.39M 0.09%
26,600
+3,126
216
$3.39M 0.09%
222,250
+60,190
217
$3.37M 0.09%
82,023
+1,962
218
$3.31M 0.09%
130,756
+120,436
219
$3.28M 0.09%
118,225
+24,979
220
$3.24M 0.09%
78,082
+3,267
221
$3.21M 0.09%
30,868
+6,226
222
$3.2M 0.09%
48,985
+2,006
223
$3.18M 0.09%
83,819
+6,615
224
$3.16M 0.09%
65,061
+5,107
225
$3.16M 0.09%
35,878
+3,271
7 8
9
10 11