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
1126
$263K 0.01%
21,531
-3,366
1127
$263K 0.01%
8,492
+528
1128
$263K 0.01%
7,536
-1,200
1129
$263K 0.01%
9,273
-3,135
1130
$262K 0.01%
7,546
+1,224
1131
$260K 0.01%
2,673
+299
1132
$260K 0.01%
1,508
-17
1133
$260K 0.01%
5,268
-3,052
1134
$259K 0.01%
2,596
+503
1135
$259K 0.01%
12,726
-2,509
1136
$259K 0.01%
+4,777
1137
$258K 0.01%
34,683
+4,902
1138
$258K 0.01%
+6,920
1139
$257K 0.01%
+8,006
1140
$256K 0.01%
12,353
+1
1141
$256K 0.01%
16,719
-2,868
1142
$255K 0.01%
+4,118
1143
$255K 0.01%
3,654
+344
1144
$252K 0.01%
2,017
+340
1145
$252K 0.01%
19,169
+144
1146
$252K 0.01%
6,802
-149
1147
$250K 0.01%
12,093
-305
1148
$249K 0.01%
8,380
-706
1149
$249K 0.01%
+3,240
1150
$249K 0.01%
5,558
-402
44 45
46
47 48