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
551
$882K 0.02%
69,160
+7,883
552
$881K 0.02%
17,393
+437
553
$879K 0.02%
61,373
-5,199
554
$877K 0.02%
33,660
+8,332
555
$876K 0.02%
21,144
-114
556
$875K 0.02%
14,715
-875
557
$873K 0.02%
28,464
+2,566
558
$872K 0.02%
90,040
+7,255
559
$871K 0.02%
29,501
+7,516
560
$869K 0.02%
18,099
+662
561
$866K 0.02%
48,903
+3,949
562
$864K 0.02%
26,716
-22,236
563
$861K 0.02%
+15,073
564
$861K 0.02%
30,095
-1,506
565
$860K 0.02%
107,827
+4,312
566
$860K 0.02%
71,050
+8,050
567
$860K 0.02%
4,921
+59
568
$856K 0.02%
42,868
+920
569
$848K 0.02%
9,001
+6,534
570
$846K 0.02%
9,215
+214
571
$845K 0.02%
19,957
+5,400
572
$843K 0.02%
177,163
+68,344
573
$842K 0.02%
23,898
+1,926
574
$836K 0.02%
13,684
+429
575
$834K 0.02%
9,779
-2,037
21 22
23
24 25