Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $32.9B
1-Year Est. Return 17.64%
This Quarter Est. Return
1 Year Est. Return
+17.64%
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
1
$104M 2.86%
499,711
-61,692
2
$93M 2.57%
1,144,752
+84,389
3
$86.5M 2.39%
2,759,940
+188,512
4
$66.2M 1.83%
618,330
-5,013
5
$62.1M 1.72%
1,233,922
+179,326
6
$59.7M 1.65%
1,459,608
+29,827
7
$56.7M 1.57%
275,607
-71,845
8
$54.4M 1.5%
654,056
+54,966
9
$51.1M 1.41%
1,288,133
+140,051
10
$50.5M 1.4%
629,448
+77,115
11
$39.4M 1.09%
368,373
+23,284
12
$36.4M 1.01%
574,037
+250,369
13
$34.9M 0.97%
274,466
+1,713
14
$34.8M 0.96%
377,815
+45,445
15
$34.5M 0.95%
276,539
+9,980
16
$30M 0.83%
220,077
-1,220
17
$29.6M 0.82%
646,136
+52,950
18
$28.8M 0.8%
360,527
-43,901
19
$27.9M 0.77%
1,038,123
+6,428
20
$25.6M 0.71%
239,499
-71,743
21
$25.3M 0.7%
321,854
-12,147
22
$24.9M 0.69%
636,120
+39,367
23
$24.9M 0.69%
273,567
-21,717
24
$24.4M 0.68%
246,775
+2,904
25
$23.8M 0.66%
490,261
+267,225
1
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