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Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $38.8B
1-Year Est. Return 21.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.92%
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
+$16.7M
2
+$13.5M
3
+$10M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$9.41M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$8.37M

Top Sells

1
+$15.1M
2
+$13.7M
3
+$13.1M
4
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$9.94M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$7.8M

Sector Composition

1 Technology 5.26%
2 Financials 5.23%
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
1426
$13K ﹤0.01%
3
1427
$12K ﹤0.01%
1,215
1428
$12K ﹤0.01%
+400
1429
$10K ﹤0.01%
124
1430
$10K ﹤0.01%
15
1431
$8K ﹤0.01%
3
+1
1432
$7K ﹤0.01%
+25
1433
$6K ﹤0.01%
42
1434
$6K ﹤0.01%
19,178
-680
1435
$2K ﹤0.01%
413
1436
$2K ﹤0.01%
10,606
1437
$1K ﹤0.01%
30,000
1438
$1K ﹤0.01%
10,947
+651
1439
$1K ﹤0.01%
35,820
1440
– –
-12,641
1441
– –
-4,852
1442
– –
-10,282
1443
– –
-16,050
1444
– –
-7,067
1445
– –
-3,988
1446
– –
-8,615
1447
– –
-10,764
1448
– –
-10,506
1449
– –
-8,199
1450
– –
-207
56 57
58
59 60