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
1301
$176K ﹤0.01%
21,818
-979
1302
$175K ﹤0.01%
24,067
+11,691
1303
$174K ﹤0.01%
+10,609
1304
$172K ﹤0.01%
27,636
+4,878
1305
$171K ﹤0.01%
6,087
+343
1306
$171K ﹤0.01%
7,944
-1,319
1307
$171K ﹤0.01%
12,129
1308
$171K ﹤0.01%
12,330
1309
$167K ﹤0.01%
15,026
+604
1310
$167K ﹤0.01%
12,400
1311
$166K ﹤0.01%
11,134
1312
$166K ﹤0.01%
2,760
1313
$164K ﹤0.01%
35,419
-10,252
1314
$163K ﹤0.01%
13,341
+2,300
1315
$162K ﹤0.01%
28,878
-895
1316
$162K ﹤0.01%
10,402
-529
1317
$157K ﹤0.01%
+10,402
1318
$156K ﹤0.01%
11,794
-771
1319
$156K ﹤0.01%
10,414
+9
1320
$156K ﹤0.01%
16,043
+159
1321
$156K ﹤0.01%
4,424
-380
1322
$155K ﹤0.01%
868
-53
1323
$153K ﹤0.01%
12,503
-877
1324
$148K ﹤0.01%
27,800
1325
$146K ﹤0.01%
16,926
+2,223
51 52
53
54 55