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
1151
$248K 0.01%
103,266
+30
1152
$247K 0.01%
7,088
+1,041
1153
$247K 0.01%
+15,380
1154
$247K 0.01%
+11,849
1155
$246K 0.01%
4,320
1156
$246K 0.01%
4,472
-267
1157
$246K 0.01%
7,514
-1,000
1158
$245K 0.01%
8,558
+206
1159
$245K 0.01%
4,859
+904
1160
$245K 0.01%
1,092
+161
1161
$244K 0.01%
6,332
+241
1162
$244K 0.01%
6,026
+30
1163
$244K 0.01%
3,921
+823
1164
$244K 0.01%
5,724
+114
1165
$244K 0.01%
4,774
-248
1166
$244K 0.01%
35,719
1167
$244K 0.01%
5,846
+103
1168
$243K 0.01%
17,967
+63
1169
$243K 0.01%
3,195
-46
1170
$242K 0.01%
8,404
-3,724
1171
$242K 0.01%
18,202
+3,070
1172
$242K 0.01%
1,415
+25
1173
$240K 0.01%
22,219
+2,631
1174
$239K 0.01%
15,405
+3,108
1175
$239K 0.01%
+17,625
45 46
47
48 49