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
851
$463K 0.01%
39,201
+11,087
852
$463K 0.01%
9,438
+162
853
$462K 0.01%
28,467
-2,162
854
$462K 0.01%
50,561
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855
$460K 0.01%
15,865
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856
$459K 0.01%
6,073
-7,200
857
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3,933
-152
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$454K 0.01%
8,708
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859
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8,537
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4,912
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861
$453K 0.01%
8,544
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$453K 0.01%
11,730
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863
$452K 0.01%
10,417
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864
$450K 0.01%
7,890
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865
$449K 0.01%
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866
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11,753
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$446K 0.01%
18,824
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869
$445K 0.01%
12,869
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870
$443K 0.01%
36,084
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871
$440K 0.01%
6,077
872
$439K 0.01%
15,252
-2,607
873
$438K 0.01%
2,806
+348
874
$438K 0.01%
38,121
-192
875
$438K 0.01%
32,863
-13,830
33 34
35
36 37