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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
1476
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1477
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-848
1479
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1483
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1487
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1488
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-21,665
1489
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1490
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-5,522
1491
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1492
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1493
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1494
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1495
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-48,863
1496
$0 ﹤0.01%
11,800
1497
$0 ﹤0.01%
20,000
1498
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-20,000
1499
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-2,812
1500
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-40,564
57 58 59
60
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