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
626
$745K 0.02%
47,645
+2,839
627
$745K 0.02%
7,026
-50
628
$743K 0.02%
18,600
-1,479
629
$742K 0.02%
29,988
-2,000
630
$740K 0.02%
12,902
+1,784
631
$739K 0.02%
15,198
-1,966
632
$739K 0.02%
39,586
+3,046
633
$739K 0.02%
16,472
-162
634
$738K 0.02%
117,158
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635
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30,210
-4,044
636
$736K 0.02%
13,238
-834
637
$735K 0.02%
31,900
+5,914
638
$734K 0.02%
21,392
+716
639
$730K 0.02%
81,711
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640
$729K 0.02%
24,957
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8,931
+1,644
642
$726K 0.02%
52,688
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643
$726K 0.02%
52,393
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644
$722K 0.02%
63,859
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645
$719K 0.02%
7,721
-112
646
$719K 0.02%
31,441
-16,894
647
$719K 0.02%
29,262
+84
648
$712K 0.02%
35,805
-1,825
649
$711K 0.02%
5,482
+366
650
$711K 0.02%
57,966
-259
24 25
26
27 28