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
576
$833K 0.02%
6,669
+8
577
$830K 0.02%
13,575
-1,271
578
$829K 0.02%
14,946
+474
579
$827K 0.02%
17,023
+5
580
$827K 0.02%
12,807
+1,007
581
$827K 0.02%
370
-38
582
$824K 0.02%
16,979
+4,525
583
$824K 0.02%
18,462
+114
584
$823K 0.02%
24,880
-2,888
585
$821K 0.02%
30,929
-1,995
586
$815K 0.02%
37,787
+166
587
$815K 0.02%
17,560
-9,700
588
$812K 0.02%
16,832
+1,293
589
$810K 0.02%
38,883
+3,631
590
$810K 0.02%
34,123
+1,970
591
$808K 0.02%
24,235
-527
592
$806K 0.02%
20,898
+14
593
$801K 0.02%
12,352
+2,094
594
$797K 0.02%
25,910
+17,927
595
$793K 0.02%
28,134
-1,286
596
$792K 0.02%
59,587
+4,358
597
$790K 0.02%
60,602
+42,313
598
$790K 0.02%
10,114
+1,580
599
$787K 0.02%
90,596
-3,291
600
$786K 0.02%
14,922
+36
22 23
24
25 26