We are live on ! Find out more
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
$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
3101
– –
-9,161
3102
– –
-5,349
3103
– –
-9,095
3104
– –
-5,735
3105
– –
-2,182
3106
– –
-4,262
3107
– –
-14,697
3108
– –
-4,100
3109
– –
-25,408
3110
– –
-27,270
3111
– –
-16,400
3112
– –
-2,084
3113
– –
-10,858
3114
– –
-2,932
3115
– –
-240
3116
– –
-15,689
3117
– –
-10,397
3118
– –
-8,016
3119
– –
-15,216
3120
– –
-4,372
3121
– –
-1,313
3122
– –
-4,155
3123
– –
-6,538
3124
– –
-10,110
3125
– –
-26,480
123 124
125
126 127