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
701
$625K 0.02%
96,648
+14,621
702
$625K 0.02%
106,047
+21,769
703
$622K 0.02%
6,013
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704
$620K 0.02%
8,498
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705
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12,019
-630
706
$617K 0.02%
11,538
+3,118
707
$617K 0.02%
43,727
+22,508
708
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6,651
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8,761
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710
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17,756
+2,602
711
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12,933
+1,120
712
$613K 0.02%
11,559
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713
$612K 0.02%
41,013
+7,423
714
$611K 0.02%
30,290
-18,765
715
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17,396
-4,640
716
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13,770
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717
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11,305
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718
$603K 0.02%
10,341
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719
$601K 0.02%
14,144
-268
720
$600K 0.02%
21,925
-1,023
721
$600K 0.02%
34,666
+3,800
722
$600K 0.02%
19,911
+159
723
$595K 0.02%
36,445
+1,695
724
$594K 0.02%
9,233
-737
725
$594K 0.02%
12,202
+401
27 28
29
30 31