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
801
$507K 0.01%
+15,577
802
$506K 0.01%
4,576
-3,565
803
$506K 0.01%
44,859
+32,211
804
$505K 0.01%
8,822
+4,012
805
$502K 0.01%
63,112
-921
806
$502K 0.01%
19,799
-1,870
807
$500K 0.01%
7,176
-744
808
$499K 0.01%
42,929
+14,195
809
$498K 0.01%
977
-440
810
$495K 0.01%
9,788
+13
811
$494K 0.01%
38,076
-387
812
$494K 0.01%
73,608
+14,752
813
$494K 0.01%
25,003
+94
814
$493K 0.01%
10,353
-1,307
815
$493K 0.01%
38,860
+4,277
816
$492K 0.01%
11,565
-9,429
817
$492K 0.01%
7,044
-173
818
$491K 0.01%
5,408
+2,705
819
$490K 0.01%
7,048
-5,619
820
$488K 0.01%
14,160
-283
821
$486K 0.01%
36,058
-2,503
822
$486K 0.01%
7,428
-26
823
$484K 0.01%
16,997
+3,701
824
$481K 0.01%
26,219
-2,996
825
$479K 0.01%
2,984
-181
31 32
33
34 35