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
1201
$230K 0.01%
+3,520
1202
$229K 0.01%
+4,454
1203
$229K 0.01%
8,220
-50
1204
$229K 0.01%
7,104
+9
1205
$228K 0.01%
+8,167
1206
$227K 0.01%
+7,399
1207
$227K 0.01%
26,785
-52,575
1208
$226K 0.01%
2,605
+6
1209
$226K 0.01%
+7,734
1210
$226K 0.01%
15,601
-1,722
1211
$226K 0.01%
6,355
+320
1212
$226K 0.01%
+2,289
1213
$226K 0.01%
+9,134
1214
$225K 0.01%
+9,609
1215
$225K 0.01%
2,853
-240
1216
$224K 0.01%
5,102
+459
1217
$224K 0.01%
3,597
-1,090
1218
$223K 0.01%
20,305
-574
1219
$223K 0.01%
20,508
+2,057
1220
$223K 0.01%
19,162
-8,124
1221
$223K 0.01%
+5,174
1222
$222K 0.01%
12,317
+3,287
1223
$222K 0.01%
3,880
+698
1224
$222K 0.01%
+8,094
1225
$222K 0.01%
5,957
-70
47 48
49
50 51