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
1026
$322K 0.01%
6,432
-30
1027
$322K 0.01%
5,698
+1,003
1028
$322K 0.01%
18,830
-1,752
1029
$321K 0.01%
20,988
-1,185
1030
$320K 0.01%
25,290
-3,939
1031
$320K 0.01%
23,661
-2,318
1032
$320K 0.01%
4,905
-906
1033
$319K 0.01%
11,591
+2,008
1034
$317K 0.01%
6,426
+1,644
1035
$317K 0.01%
5,138
-4,575
1036
$316K 0.01%
12,311
-431
1037
$315K 0.01%
19,899
+2,300
1038
$315K 0.01%
+9,726
1039
$313K 0.01%
41,533
-12,607
1040
$312K 0.01%
3,644
-358
1041
$311K 0.01%
3,859
-179
1042
$310K 0.01%
1,943
-369
1043
$309K 0.01%
21,431
-9,955
1044
$308K 0.01%
3,373
-530
1045
$308K 0.01%
3,063
-177
1046
$307K 0.01%
8,760
-441
1047
$307K 0.01%
23,631
-11,320
1048
$306K 0.01%
9,765
+31
1049
$305K 0.01%
15,605
-3,250
1050
$305K 0.01%
+6,302
40 41
42
43 44