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
901
$420K 0.01%
5,642
+618
902
$419K 0.01%
3,605
-172
903
$418K 0.01%
7,795
-240
904
$417K 0.01%
11,652
905
$417K 0.01%
29,506
+5,026
906
$416K 0.01%
10,465
+2,070
907
$415K 0.01%
48,831
-516
908
$415K 0.01%
6,148
+594
909
$414K 0.01%
9,208
+1,192
910
$413K 0.01%
5,584
+863
911
$412K 0.01%
15,307
-919
912
$411K 0.01%
5,756
+296
913
$411K 0.01%
8,781
-12
914
$410K 0.01%
7,548
-1,306
915
$409K 0.01%
7,295
-411
916
$409K 0.01%
15,702
+4,492
917
$408K 0.01%
16,712
+284
918
$407K 0.01%
11,119
-941
919
$407K 0.01%
7,328
+285
920
$407K 0.01%
+7,801
921
$406K 0.01%
9,693
+333
922
$405K 0.01%
7,031
+657
923
$404K 0.01%
3,841
+45
924
$404K 0.01%
6,286
-29
925
$401K 0.01%
7,272
-1,125
35 36
37
38 39