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
676
$660K 0.02%
13,174
+828
677
$659K 0.02%
9,085
+221
678
$659K 0.02%
24,512
-500
679
$659K 0.02%
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680
$658K 0.02%
60,964
-1,355
681
$655K 0.02%
22,126
+5,969
682
$653K 0.02%
19,447
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683
$651K 0.02%
5,221
+54
684
$650K 0.02%
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-175
685
$649K 0.02%
24,594
+2,736
686
$649K 0.02%
11,619
+3,711
687
$648K 0.02%
39,096
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688
$645K 0.02%
15,524
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689
$645K 0.02%
12,123
-407
690
$641K 0.02%
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691
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44,148
-5,948
692
$640K 0.02%
20,076
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693
$637K 0.02%
11,062
-18
694
$636K 0.02%
70,227
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695
$636K 0.02%
5,768
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696
$632K 0.02%
12,414
+4,885
697
$629K 0.02%
8,546
-1,615
698
$629K 0.02%
9,898
-1,854
699
$628K 0.02%
66,319
-49,082
700
$627K 0.02%
45,607
+15,232
26 27
28
29 30