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 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1476
– –
-71,363
1477
– –
-56,262
1478
– –
-9,470
1479
– –
-3,956
1480
– –
-12,361
1481
– –
-5,652
1482
– –
-9,639
1483
– –
-9,834
1484
– –
-756
1485
– –
-6,296
1486
– –
-14,661
1487
– –
-2,542
1488
– –
-21,665
1489
– –
-20,359
1490
– –
-2,029
1491
– –
-6,307
1492
– –
0
1493
– –
-5,522
1494
– –
-19,800
1495
– –
-11,411
1496
– –
-19,304
1497
– –
-12,538
1498
– –
-48,863
1499
$0 ﹤0.01%
11,800
1500
$0 ﹤0.01%
20,000
57 58 59
60
61