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
1276
$206K 0.01%
24,967
-200
1277
$206K 0.01%
3,660
-13,770
1278
$206K 0.01%
16,910
+2,413
1279
$203K 0.01%
10,235
+903
1280
$203K 0.01%
+3,846
1281
$202K 0.01%
11,700
-600
1282
$202K 0.01%
+6,778
1283
$202K 0.01%
3,710
-894
1284
$201K 0.01%
2,905
+50
1285
$200K 0.01%
4,025
-36
1286
$200K 0.01%
20,193
+5,550
1287
$198K 0.01%
13,613
-3,601
1288
$195K 0.01%
18,927
-2,892
1289
$194K 0.01%
+11,520
1290
$192K 0.01%
+14,883
1291
$190K 0.01%
15,818
-658
1292
$189K 0.01%
24,974
-1,258
1293
$189K 0.01%
17,208
1294
$188K 0.01%
23,815
+1,366
1295
$187K 0.01%
10,101
-7,127
1296
$186K 0.01%
+10,081
1297
$186K 0.01%
12,553
-5,392
1298
$180K 0.01%
68,498
+11,741
1299
$179K ﹤0.01%
13,552
+13
1300
$176K ﹤0.01%
+10,740
50 51
52
53 54