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
501
$1.03M 0.03%
20,920
+2,386
502
$1.03M 0.03%
25,743
-6,484
503
$1.01M 0.03%
30,974
+3,378
504
$1M 0.03%
178,628
-15,153
505
$1M 0.03%
14,186
-2,689
506
$1M 0.03%
78,125
+26,136
507
$1M 0.03%
24,904
+1,988
508
$997K 0.03%
9,526
+541
509
$996K 0.03%
4,485
+1,372
510
$996K 0.03%
25,350
+1,491
511
$996K 0.03%
11,365
-751
512
$993K 0.03%
25,150
+1,083
513
$991K 0.03%
22,020
514
$989K 0.03%
11,135
515
$985K 0.03%
55,349
-139
516
$984K 0.03%
5,726
-184
517
$975K 0.03%
18,556
+1,935
518
$970K 0.03%
51,176
-5,855
519
$969K 0.03%
64,108
+8,753
520
$969K 0.03%
9,169
-674
521
$958K 0.03%
14,323
+264
522
$954K 0.03%
73,327
523
$952K 0.03%
29,886
+904
524
$950K 0.03%
33,240
+10,655
525
$949K 0.03%
17,350
+248
19 20
21
22 23