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
776
$534K 0.01%
4,217
+475
777
$534K 0.01%
11,637
+1,262
778
$533K 0.01%
17,991
+1,714
779
$533K 0.01%
47,947
+634
780
$532K 0.01%
26,316
-1,436
781
$531K 0.01%
58,181
-1,750
782
$531K 0.01%
+11,786
783
$530K 0.01%
11,119
+7,992
784
$530K 0.01%
22,243
-1,144
785
$529K 0.01%
22,650
+26
786
$528K 0.01%
34,121
+7,389
787
$528K 0.01%
38,786
+12,280
788
$527K 0.01%
3,251
-315
789
$527K 0.01%
4,870
-1,423
790
$527K 0.01%
2,959
-424
791
$526K 0.01%
+15,813
792
$525K 0.01%
+8,328
793
$524K 0.01%
12,500
+182
794
$524K 0.01%
21,334
+1,367
795
$521K 0.01%
8,750
+2,742
796
$518K 0.01%
10,409
-1,634
797
$513K 0.01%
24,691
+905
798
$512K 0.01%
12,618
-1,141
799
$510K 0.01%
39,742
+2,894
800
$509K 0.01%
6,848
+306
30 31
32
33 34