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
$14.8B
AUM Growth
+$1.53B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,662
New
Increased
Reduced
Closed

Top Buys

1
+$56.7M
2
+$43.4M
3
+$41.1M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$39.4M
5
AAPL icon
Apple
AAPL
+$35.9M

Top Sells

1
+$26.2M
2
+$25.5M
3
+$20.6M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$18.6M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$15M

Sector Composition

1 Technology 9.79%
2 Consumer Discretionary 5%
3 Healthcare 4.52%
4 Financials 4.2%
5 Communication Services 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2501
$7K ﹤0.01%
+15,575
2502
$4K ﹤0.01%
+762
2503
$2K ﹤0.01%
625
-185
2504
– –
-24,377
2505
– –
-48,350
2506
– –
-11,775
2507
– –
-4,316
2508
– –
-75,793
2509
– –
-76,042
2510
– –
-10,728
2511
– –
-12,550
2512
– –
-34,829
2513
– –
-6,665
2514
– –
-40,083
2515
– –
-23,106
2516
– –
-7,683
2517
– –
-12,112
2518
– –
-1,129
2519
– –
-235
2520
– –
-30,694
2521
– –
-2,609
2522
– –
-106,079
2523
– –
-7,380
2524
– –
-14,857
2525
– –
-3,298
99 100
101
102 103