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
526
$947K 0.03%
67,380
-10,039
527
$941K 0.03%
64,063
528
$938K 0.03%
12,073
+588
529
$937K 0.03%
16,333
-11,555
530
$933K 0.03%
33,261
-12,513
531
$932K 0.03%
26,641
+2,266
532
$930K 0.03%
86,014
-1,567
533
$928K 0.03%
19,229
-3,628
534
$926K 0.03%
49,929
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535
$924K 0.03%
38,159
+1,107
536
$921K 0.03%
16,371
+11,609
537
$919K 0.03%
78,778
-9,448
538
$916K 0.03%
9,149
+1,127
539
$915K 0.03%
30,576
+23,908
540
$913K 0.03%
24,933
+2,894
541
$908K 0.03%
4,347
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542
$906K 0.03%
23,992
+380
543
$905K 0.03%
21,030
-2,616
544
$903K 0.03%
22,721
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545
$899K 0.02%
21,417
+446
546
$896K 0.02%
19,234
+6,084
547
$893K 0.02%
28,000
+2,463
548
$892K 0.02%
77,205
-3,886
549
$887K 0.02%
20,877
+1,724
550
$887K 0.02%
10,841
-973
20 21
22
23 24