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
1351
$117K ﹤0.01%
16,310
+1,000
1352
$117K ﹤0.01%
+5,954
1353
$117K ﹤0.01%
3,955
-158
1354
$117K ﹤0.01%
26,146
+2,452
1355
$117K ﹤0.01%
13,825
-1,220
1356
$116K ﹤0.01%
34,800
-750
1357
$116K ﹤0.01%
18,338
1358
$114K ﹤0.01%
5,100
-250
1359
$113K ﹤0.01%
10,499
+266
1360
$113K ﹤0.01%
+23,300
1361
$112K ﹤0.01%
17,750
+1,500
1362
$112K ﹤0.01%
12,655
+100
1363
$107K ﹤0.01%
21,049
-485
1364
$106K ﹤0.01%
531
+21
1365
$103K ﹤0.01%
38,353
-2,648
1366
$102K ﹤0.01%
28,152
-21,214
1367
$101K ﹤0.01%
19,599
-977
1368
$95K ﹤0.01%
4,256
1369
$95K ﹤0.01%
+2,133
1370
$95K ﹤0.01%
15,129
-647
1371
$93K ﹤0.01%
30,297
+5,473
1372
$93K ﹤0.01%
12,500
+1,500
1373
$91K ﹤0.01%
20,952
+5,330
1374
$90K ﹤0.01%
+20,931
1375
$89K ﹤0.01%
18,779
-10,800
53 54
55
56 57