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
601
$785K 0.02%
15,313
+368
602
$785K 0.02%
+50,853
603
$785K 0.02%
4,538
+1,007
604
$784K 0.02%
43,160
+606
605
$782K 0.02%
33,692
-1,400
606
$780K 0.02%
17,418
-64,906
607
$776K 0.02%
20,591
-2,195
608
$776K 0.02%
39,531
+1,700
609
$774K 0.02%
4,536
-954
610
$770K 0.02%
15,581
+10,018
611
$769K 0.02%
44,199
+5,413
612
$768K 0.02%
12,592
+3,154
613
$767K 0.02%
81,149
+8,764
614
$766K 0.02%
6,661
+850
615
$765K 0.02%
17,497
+2,303
616
$762K 0.02%
16,623
+1,010
617
$761K 0.02%
23,647
+5,691
618
$756K 0.02%
29,244
-31,612
619
$755K 0.02%
8,432
+522
620
$755K 0.02%
50,085
-30
621
$753K 0.02%
13,670
+3,692
622
$750K 0.02%
47,973
+436
623
$749K 0.02%
25,900
+2,598
624
$749K 0.02%
39,349
+2,753
625
$748K 0.02%
14,294
+1,143
23 24
25
26 27