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
751
$565K 0.02%
22,851
-1,152
752
$564K 0.02%
8,748
+360
753
$564K 0.02%
845
-236
754
$564K 0.02%
4,179
+570
755
$564K 0.02%
10,993
+621
756
$564K 0.02%
20,066
+3,066
757
$562K 0.02%
19,588
+5,762
758
$558K 0.02%
9,902
+258
759
$557K 0.02%
21,518
-6,946
760
$557K 0.02%
9,115
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761
$556K 0.02%
26,387
+14,290
762
$555K 0.02%
3,756
-10
763
$553K 0.02%
3,705
+1,028
764
$552K 0.02%
3,844
+308
765
$550K 0.02%
5,408
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766
$550K 0.02%
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767
$549K 0.02%
3,286
+227
768
$548K 0.02%
29,483
+311
769
$547K 0.02%
+12,300
770
$546K 0.02%
20,990
-10,432
771
$545K 0.02%
9,673
+226
772
$545K 0.02%
59,133
+1,339
773
$539K 0.01%
2,280
+369
774
$539K 0.01%
26,767
+2,826
775
$536K 0.01%
7,957
+1,132
29 30
31
32 33