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
1226
$222K 0.01%
+1,669
1227
$221K 0.01%
+3,438
1228
$221K 0.01%
6,333
+9
1229
$221K 0.01%
498
1230
$221K 0.01%
4,482
+236
1231
$220K 0.01%
4,290
-5
1232
$219K 0.01%
+8,696
1233
$219K 0.01%
+7,110
1234
$219K 0.01%
4,994
+454
1235
$219K 0.01%
+10,288
1236
$219K 0.01%
+5,536
1237
$219K 0.01%
+10,969
1238
$218K 0.01%
5,902
-3,180
1239
$217K 0.01%
+7,273
1240
$217K 0.01%
+5,390
1241
$216K 0.01%
6,618
+528
1242
$216K 0.01%
15,230
-1,970
1243
$216K 0.01%
19,563
-350
1244
$216K 0.01%
1,549
-36
1245
$216K 0.01%
+4,701
1246
$215K 0.01%
3,208
-158
1247
$215K 0.01%
+5,214
1248
$214K 0.01%
7,086
-399
1249
$214K 0.01%
10,176
+291
1250
$214K 0.01%
22,186
+2,824
48 49
50
51 52