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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
1501
– –
-7,054
1502
– –
-7,346
1503
– –
-6,034
1504
– –
-5,215
1505
– –
-5,690
1506
– –
-6,300
1507
– –
-7,139
1508
– –
-4,894
1509
– –
-10,508
1510
– –
-12,935
1511
– –
-16,054
1512
– –
-16,384
1513
– –
-138,198
1514
– –
-7,056
57 58 59 60
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