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
826
$479K 0.01%
15,117
-833
827
$478K 0.01%
18,078
-2,719
828
$477K 0.01%
22,548
-108
829
$476K 0.01%
4,847
+1,066
830
$476K 0.01%
3,552
+41
831
$475K 0.01%
6,019
-5,887
832
$475K 0.01%
12,696
+2,643
833
$474K 0.01%
37,800
-2,323
834
$474K 0.01%
16,167
+9,824
835
$473K 0.01%
36,219
-417
836
$473K 0.01%
13,907
+3,743
837
$472K 0.01%
4,201
-523
838
$472K 0.01%
45,545
-9,387
839
$471K 0.01%
8,483
+12
840
$470K 0.01%
22,039
+2,500
841
$470K 0.01%
35,904
+11,864
842
$470K 0.01%
9,504
-80
843
$470K 0.01%
7,919
-427
844
$466K 0.01%
35,470
+6,109
845
$465K 0.01%
5,558
+861
846
$465K 0.01%
43,332
+15,296
847
$465K 0.01%
7,756
+41
848
$464K 0.01%
17,122
+9,072
849
$464K 0.01%
9,616
+3,945
850
$464K 0.01%
72,185
+48,282
32 33
34
35 36