Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $37.8B
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.47%
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
1501
– –
-5,522
1502
– –
-19,800
1503
– –
-11,411
1504
– –
-19,304
1505
– –
-12,538
1506
– –
-48,863
1507
$0 ﹤0.01%
11,800
1508
$0 ﹤0.01%
20,000
1509
– –
-2,812
1510
– –
-40,564
1511
– –
-6,540
1512
– –
-7,054
1513
– –
-17,851
1514
– –
-20,000
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