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
926
$399K 0.01%
12,571
-7,818
927
$397K 0.01%
13,632
+1,584
928
$395K 0.01%
8,510
-2,246
929
$395K 0.01%
8,328
-4,371
930
$395K 0.01%
1,978
+284
931
$394K 0.01%
8,120
+3,693
932
$394K 0.01%
22,009
+1,107
933
$393K 0.01%
15,163
-880
934
$392K 0.01%
11,205
+1,785
935
$391K 0.01%
5,972
+2,104
936
$388K 0.01%
5,643
+275
937
$388K 0.01%
3,425
+4
938
$387K 0.01%
6,148
-1,399
939
$386K 0.01%
5,404
-200
940
$384K 0.01%
6,125
-876
941
$384K 0.01%
8,852
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942
$382K 0.01%
2,168
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943
$379K 0.01%
46,944
-1,712
944
$378K 0.01%
19,850
-428
945
$377K 0.01%
16,137
-2,346
946
$377K 0.01%
32,076
+4,778
947
$376K 0.01%
+12,847
948
$375K 0.01%
60,419
+1,620
949
$375K 0.01%
13,674
950
$375K 0.01%
6,082
-80
36 37
38
39 40