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
1101
$274K 0.01%
4,833
-8,327
1102
$273K 0.01%
14,155
1103
$273K 0.01%
15,461
-2,056
1104
$272K 0.01%
13,426
-150
1105
$272K 0.01%
22,657
-17,842
1106
$272K 0.01%
11,750
-2,487
1107
$272K 0.01%
22,475
-4,250
1108
$272K 0.01%
4,406
-238
1109
$270K 0.01%
+4,094
1110
$270K 0.01%
19,531
-3,340
1111
$269K 0.01%
4,186
+34
1112
$269K 0.01%
1,554
-351
1113
$268K 0.01%
17,909
+3,426
1114
$268K 0.01%
11,796
-133
1115
$267K 0.01%
+3,143
1116
$266K 0.01%
+6,365
1117
$265K 0.01%
9,522
-7,345
1118
$265K 0.01%
26,596
+7,033
1119
$265K 0.01%
+10,100
1120
$264K 0.01%
3,966
-142
1121
$264K 0.01%
20,895
+1,100
1122
$264K 0.01%
4,698
+2
1123
$264K 0.01%
+4,432
1124
$264K 0.01%
22,778
+1,207
1125
$264K 0.01%
10,949
+928
43 44
45
46 47