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
726
$593K 0.02%
79,711
-4,830
727
$593K 0.02%
37,762
-1,431
728
$592K 0.02%
10,247
+1,768
729
$591K 0.02%
27,894
+4,241
730
$591K 0.02%
34,097
-1,513
731
$589K 0.02%
8,059
-515
732
$588K 0.02%
5,769
+590
733
$586K 0.02%
3,063
+2
734
$584K 0.02%
13,687
-1,904
735
$583K 0.02%
3,227
-114
736
$583K 0.02%
63,620
+32,997
737
$581K 0.02%
7,169
+71
738
$581K 0.02%
35,210
739
$578K 0.02%
24,531
-2,868
740
$576K 0.02%
29,074
+3,137
741
$576K 0.02%
29,704
+17
742
$575K 0.02%
18,703
+9,712
743
$572K 0.02%
29,095
-1,404
744
$572K 0.02%
3,103
+278
745
$570K 0.02%
24,030
+8,454
746
$570K 0.02%
32,684
+5,769
747
$569K 0.02%
93,182
-7,587
748
$568K 0.02%
22,473
+1,407
749
$568K 0.02%
7,007
-17
750
$566K 0.02%
11,171
+2,894
28 29
30
31 32