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
$20.9B
AUM Growth
+$2.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,219
New
Increased
Reduced
Closed

Top Buys

1
+$120M
2
+$101M
3
+$36M
4
NFLX icon
Netflix
NFLX
+$35.1M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$33.8M

Top Sells

1
+$17.7M
2
+$15.4M
3
+$14.9M
4
ARKW icon
ARK Web x.0 ETF
ARKW
+$14.1M
5
VPU icon
Vanguard Utilities ETF
VPU
+$13.3M

Sector Composition

1 Technology 9.32%
2 Consumer Discretionary 5.02%
3 Financials 4.84%
4 Healthcare 4.11%
5 Communication Services 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2926
$130K ﹤0.01%
21,245
+8,580
2927
$129K ﹤0.01%
15,000
+2,500
2928
$128K ﹤0.01%
+18,700
2929
$127K ﹤0.01%
12,911
-6,874
2930
$127K ﹤0.01%
+10,808
2931
$126K ﹤0.01%
12,640
+1,140
2932
$126K ﹤0.01%
10,324
2933
$126K ﹤0.01%
+16
2934
$125K ﹤0.01%
246
+51
2935
$124K ﹤0.01%
10,896
-3,084
2936
$124K ﹤0.01%
29,133
+3,929
2937
$123K ﹤0.01%
14,305
+1,995
2938
$123K ﹤0.01%
22,518
-4,633
2939
$123K ﹤0.01%
+17,326
2940
$123K ﹤0.01%
1,539
2941
$118K ﹤0.01%
25,270
-33,040
2942
$118K ﹤0.01%
1,458
+589
2943
$118K ﹤0.01%
+11,074
2944
$117K ﹤0.01%
+16,200
2945
$116K ﹤0.01%
3,213
+296
2946
$115K ﹤0.01%
19,038
2947
$115K ﹤0.01%
46
+13
2948
$115K ﹤0.01%
11,261
-4,762
2949
$114K ﹤0.01%
44,748
-5,802
2950
$114K ﹤0.01%
37,834
+17,963
116 117
118
119 120