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
1051
$1.26M 0.01%
15,820
-1,169
1052
$1.26M 0.01%
33,035
+242
1053
$1.25M 0.01%
44,054
+31,766
1054
$1.25M 0.01%
11,711
-39,621
1055
$1.25M 0.01%
37,223
+22,673
1056
$1.25M 0.01%
16,308
+2,630
1057
$1.25M 0.01%
90,627
+22,112
1058
$1.25M 0.01%
15,605
-1,565
1059
$1.24M 0.01%
68,696
-7,683
1060
$1.24M 0.01%
10,776
+4,963
1061
$1.23M 0.01%
269,142
-727
1062
$1.23M 0.01%
5,163
+811
1063
$1.23M 0.01%
15,462
-1,705
1064
$1.23M 0.01%
56,788
-2,721
1065
$1.23M 0.01%
34,940
-3,550
1066
$1.23M 0.01%
76,546
-39,535
1067
$1.23M 0.01%
13,408
+998
1068
$1.23M 0.01%
46,763
+3,807
1069
$1.22M 0.01%
152,267
-3,212
1070
$1.22M 0.01%
134,088
+90,866
1071
$1.22M 0.01%
50,691
-1,504
1072
$1.22M 0.01%
8,472
-1,401
1073
$1.22M 0.01%
16,927
+5,476
1074
$1.22M 0.01%
19,660
+5,654
1075
$1.21M 0.01%
55,304
+4,291
41 42
43
44 45