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
3076
– –
-1,218
3077
– –
-38,967
3078
– –
-6,669
3079
– –
-40,026
3080
– –
-2,182
3081
– –
-14,697
3082
– –
-4,100
3083
– –
-54,502
3084
– –
-2,658
3085
– –
-2,992
3086
– –
-50,273
3087
– –
-8,098
3088
– –
-32,951
3089
– –
-21,756
3090
– –
-10,582
3091
– –
-29
3092
– –
-166
3093
– –
-6,489
3094
– –
-11,085
3095
– –
-23,407
3096
– –
-14,001
3097
– –
-12,879
3098
– –
-25,867
3099
– –
-6,242
3100
– –
-13,785
122 123
124
125 126