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
1401
$50K ﹤0.01%
10,925
+925
1402
$49K ﹤0.01%
989
+239
1403
$49K ﹤0.01%
10,247
1404
$49K ﹤0.01%
45,096
1405
$49K ﹤0.01%
1,482
+183
1406
$46K ﹤0.01%
1,223
+34
1407
$44K ﹤0.01%
1,049
1408
$40K ﹤0.01%
358
+1
1409
$40K ﹤0.01%
17,500
1410
$38K ﹤0.01%
3,410
1411
$36K ﹤0.01%
18,651
-826
1412
$33K ﹤0.01%
19,589
+4,495
1413
$30K ﹤0.01%
+2,450
1414
$30K ﹤0.01%
500
-10
1415
$28K ﹤0.01%
10,388
-437
1416
– –
0
1417
$22K ﹤0.01%
25,121
-2,950
1418
$21K ﹤0.01%
29,924
-3,226
1419
$19K ﹤0.01%
14,722
+400
1420
$19K ﹤0.01%
5,504
+1,191
1421
$19K ﹤0.01%
17,839
-200
1422
$17K ﹤0.01%
34,200
1423
$16K ﹤0.01%
47,050
1424
$16K ﹤0.01%
10
1425
$14K ﹤0.01%
8,322
55 56
57
58 59