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
1051
$305K 0.01%
23,610
+89
1052
$303K 0.01%
8,038
+143
1053
$303K 0.01%
14,535
+4
1054
$302K 0.01%
+9,988
1055
$302K 0.01%
6,762
1056
$301K 0.01%
4,052
+154
1057
$300K 0.01%
2,095
+220
1058
$299K 0.01%
15,551
1059
$299K 0.01%
20,756
-26,503
1060
$299K 0.01%
1,603
+172
1061
$298K 0.01%
40,910
-6,300
1062
$298K 0.01%
4,575
+407
1063
$298K 0.01%
2,863
+129
1064
$297K 0.01%
14,407
+2,542
1065
$296K 0.01%
+6,745
1066
$295K 0.01%
14,036
-2,171
1067
$295K 0.01%
5,414
+292
1068
$294K 0.01%
6,212
+656
1069
$294K 0.01%
5,867
-145
1070
$293K 0.01%
8,120
-337
1071
$293K 0.01%
10,678
1072
$291K 0.01%
4,877
-82
1073
$291K 0.01%
+6,406
1074
$291K 0.01%
36,728
+920
1075
$290K 0.01%
+8,106
41 42
43
44 45