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
1001
$341K 0.01%
7,860
+209
1002
$341K 0.01%
8,280
+789
1003
$340K 0.01%
16,514
-2,230
1004
$339K 0.01%
4,135
1005
$339K 0.01%
+2,386
1006
$338K 0.01%
2,686
1007
$335K 0.01%
7,164
-1,773
1008
$335K 0.01%
12,061
-889
1009
$335K 0.01%
29,210
+9,700
1010
$334K 0.01%
26,131
+322
1011
$333K 0.01%
7,616
+653
1012
$333K 0.01%
25,124
+1,095
1013
$330K 0.01%
8,411
+80
1014
$330K 0.01%
2,376
-32
1015
$329K 0.01%
33
1016
$328K 0.01%
4,217
+460
1017
$328K 0.01%
+2,316
1018
$327K 0.01%
6,066
-918
1019
$327K 0.01%
408
+72
1020
$327K 0.01%
24,863
+10,633
1021
$325K 0.01%
24,925
-1,460
1022
$324K 0.01%
3,711
+3
1023
$323K 0.01%
+15,446
1024
$323K 0.01%
+17,103
1025
$322K 0.01%
24,200
+7,470
39 40
41
42 43