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
1251
$214K 0.01%
21,825
+1,975
1252
$214K 0.01%
22,764
-13,637
1253
$213K 0.01%
15,277
+2,689
1254
$213K 0.01%
10,535
1255
$213K 0.01%
+2,229
1256
$212K 0.01%
20,723
-758
1257
$212K 0.01%
11,386
+966
1258
$212K 0.01%
20,541
1259
$212K 0.01%
24,106
-3,326
1260
$211K 0.01%
12,820
1261
$211K 0.01%
5,028
-302
1262
$211K 0.01%
3,665
+160
1263
$211K 0.01%
4,360
-4,316
1264
$210K 0.01%
+1,750
1265
$210K 0.01%
8,334
-2,904
1266
$210K 0.01%
3,777
-28
1267
$210K 0.01%
7,282
+608
1268
$209K 0.01%
6,139
-264
1269
$209K 0.01%
+5,763
1270
$209K 0.01%
+12,994
1271
$209K 0.01%
2,489
+21
1272
$208K 0.01%
+1,832
1273
$208K 0.01%
+3,505
1274
$208K 0.01%
9,500
+200
1275
$206K 0.01%
14,107
+3,113
49 50
51
52 53