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
976
$356K 0.01%
27,191
-913
977
$356K 0.01%
11,877
+5,411
978
$356K 0.01%
7,720
-214
979
$355K 0.01%
7,580
-2,296
980
$354K 0.01%
22,365
+3,225
981
$353K 0.01%
6,524
+94
982
$353K 0.01%
11,179
+1,026
983
$353K 0.01%
16,958
-518
984
$352K 0.01%
8,670
+537
985
$352K 0.01%
6,733
+183
986
$350K 0.01%
+11,691
987
$349K 0.01%
27,072
+4,500
988
$348K 0.01%
2,832
-874
989
$347K 0.01%
4,218
-471
990
$347K 0.01%
10,155
+173
991
$346K 0.01%
19,342
+2,519
992
$346K 0.01%
16,605
+4,648
993
$346K 0.01%
32,345
-8,755
994
$346K 0.01%
5,938
+847
995
$345K 0.01%
14,589
-1,545
996
$344K 0.01%
10,888
-119
997
$343K 0.01%
24,677
+1,344
998
$343K 0.01%
19,608
-5,646
999
$343K 0.01%
23,886
-81
1000
$342K 0.01%
47,804
+3,927
38 39
40
41 42