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
1376
$87K ﹤0.01%
12,647
+327
1377
$85K ﹤0.01%
47,277
1378
$79K ﹤0.01%
+14,174
1379
$78K ﹤0.01%
+12,200
1380
$76K ﹤0.01%
25,387
-298
1381
$76K ﹤0.01%
12,306
-4,000
1382
$74K ﹤0.01%
147
1383
$73K ﹤0.01%
+14,475
1384
$72K ﹤0.01%
10,000
1385
$72K ﹤0.01%
41,438
-3,837
1386
$71K ﹤0.01%
25,125
-1,100
1387
$70K ﹤0.01%
23,425
+3,200
1388
$70K ﹤0.01%
28,160
-3,257
1389
$68K ﹤0.01%
4,400
-185
1390
$67K ﹤0.01%
2,459
+125
1391
$67K ﹤0.01%
10,650
+200
1392
$66K ﹤0.01%
25,627
-4,000
1393
$66K ﹤0.01%
+11,289
1394
$65K ﹤0.01%
11,333
-4
1395
$65K ﹤0.01%
+2
1396
$64K ﹤0.01%
+15,800
1397
$63K ﹤0.01%
2,920
+600
1398
$57K ﹤0.01%
20,620
+3,362
1399
$57K ﹤0.01%
1,203
-35
1400
$57K ﹤0.01%
14,786
+3,900
54 55
56
57 58