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
651
$711K 0.02%
42,939
+15,709
652
$710K 0.02%
14,158
+72
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$709K 0.02%
16,940
-1,202
654
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34,998
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655
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9,066
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656
$694K 0.02%
11,591
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657
$691K 0.02%
32,520
+9,777
658
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33,506
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659
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11,605
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$688K 0.02%
14,138
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661
$686K 0.02%
8,133
-22,703
662
$686K 0.02%
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663
$682K 0.02%
11,935
-549
664
$680K 0.02%
6,396
+1,875
665
$679K 0.02%
41,300
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666
$679K 0.02%
34,550
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$676K 0.02%
9,796
-1,093
668
$675K 0.02%
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669
$675K 0.02%
25,639
-2,234
670
$670K 0.02%
42,030
+3,960
671
$669K 0.02%
23,248
-257
672
$668K 0.02%
31,797
+531
673
$668K 0.02%
26,688
+12,743
674
$668K 0.02%
22,754
+3,204
675
$663K 0.02%
5,491
+190
25 26
27
28 29