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
876
$437K 0.01%
+8,487
877
$436K 0.01%
9,283
+880
878
$436K 0.01%
16,227
-2,350
879
$436K 0.01%
2,111
-174
880
$434K 0.01%
19,746
-3,097
881
$434K 0.01%
17,356
+8
882
$433K 0.01%
7,474
-421
883
$433K 0.01%
12,794
+510
884
$432K 0.01%
15,531
+1,356
885
$431K 0.01%
6,484
+1,367
886
$430K 0.01%
4,312
+22
887
$429K 0.01%
11,813
-301
888
$427K 0.01%
+6,618
889
$426K 0.01%
+7,459
890
$425K 0.01%
5,682
+90
891
$425K 0.01%
11,328
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892
$425K 0.01%
12,522
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893
$425K 0.01%
8,114
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$424K 0.01%
29,280
+7,129
895
$423K 0.01%
38,989
+6,632
896
$422K 0.01%
23,765
-703
897
$422K 0.01%
9,655
+1,275
898
$421K 0.01%
11,389
+80
899
$421K 0.01%
59,498
-2,933
900
$420K 0.01%
33,165
+6,515
34 35
36
37 38