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
1326
$145K ﹤0.01%
6
1327
$143K ﹤0.01%
18,658
-9,961
1328
$143K ﹤0.01%
+15,147
1329
$142K ﹤0.01%
14,092
-422
1330
$142K ﹤0.01%
14,390
-63
1331
$142K ﹤0.01%
7,488
-330
1332
$141K ﹤0.01%
1,135
-131
1333
$139K ﹤0.01%
19,551
+717
1334
$139K ﹤0.01%
+10,252
1335
$139K ﹤0.01%
15,691
+548
1336
$136K ﹤0.01%
13,922
-5,694
1337
$136K ﹤0.01%
+970
1338
$131K ﹤0.01%
27,275
+13,600
1339
$130K ﹤0.01%
16,053
1340
$127K ﹤0.01%
390
-603
1341
$126K ﹤0.01%
18,905
1342
$126K ﹤0.01%
+11,071
1343
$125K ﹤0.01%
11,095
-1,788
1344
$124K ﹤0.01%
+10,200
1345
$123K ﹤0.01%
1,000
1346
$122K ﹤0.01%
+14,558
1347
$121K ﹤0.01%
51,850
1348
$121K ﹤0.01%
19,004
+951
1349
$118K ﹤0.01%
2,135
+103
1350
$118K ﹤0.01%
63,197
-8,000
52 53
54
55 56