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
1076
$290K 0.01%
15,068
1077
$290K 0.01%
6,836
+567
1078
$290K 0.01%
4,577
-191
1079
$289K 0.01%
44,465
-1,776
1080
$289K 0.01%
+5,776
1081
$288K 0.01%
9,035
-458
1082
$287K 0.01%
4,114
+407
1083
$287K 0.01%
+8,616
1084
$287K 0.01%
13,232
-405
1085
$286K 0.01%
6,161
-572
1086
$286K 0.01%
4,245
+382
1087
$285K 0.01%
5,164
+480
1088
$285K 0.01%
10,708
1089
$283K 0.01%
7,638
-64,251
1090
$282K 0.01%
6,924
-170
1091
$281K 0.01%
6,679
+2,628
1092
$280K 0.01%
3,100
-706
1093
$280K 0.01%
8,692
+12
1094
$279K 0.01%
16,952
+2,965
1095
$278K 0.01%
3,568
-12
1096
$278K 0.01%
+11,500
1097
$276K 0.01%
19,177
+9,092
1098
$275K 0.01%
4,628
-3,391
1099
$275K 0.01%
6,637
-505
1100
$275K 0.01%
5,076
-180
42 43
44
45 46