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
951
$373K 0.01%
18,378
+584
952
$373K 0.01%
8,436
+384
953
$371K 0.01%
41,130
+3,140
954
$371K 0.01%
+4,155
955
$370K 0.01%
24,666
-9,807
956
$370K 0.01%
5,591
-296
957
$369K 0.01%
38,645
-1,545
958
$369K 0.01%
41,978
-3,124
959
$367K 0.01%
60,414
+11,162
960
$367K 0.01%
7,554
+163
961
$367K 0.01%
16,528
-3,149
962
$366K 0.01%
4,215
+293
963
$365K 0.01%
42,240
+12,578
964
$365K 0.01%
6,861
-1,434
965
$363K 0.01%
9,930
-4,995
966
$362K 0.01%
20,424
+1,255
967
$362K 0.01%
6,116
+155
968
$362K 0.01%
6,315
+412
969
$360K 0.01%
22,624
970
$359K 0.01%
24,763
+1,090
971
$359K 0.01%
7,744
-436
972
$358K 0.01%
9,577
+268
973
$358K 0.01%
38,282
+3,753
974
$356K 0.01%
4,476
+684
975
$356K 0.01%
9,820
-1,488
37 38
39
40 41