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
1176
$1.8M 0.01%
12,409
-305
1177
$1.8M 0.01%
100,779
+3,647
1178
$1.8M 0.01%
16,967
-2,232
1179
$1.78M 0.01%
+36,160
1180
$1.78M 0.01%
25,966
+3,111
1181
$1.78M 0.01%
49,907
+1,366
1182
$1.78M 0.01%
11,134
-115
1183
$1.77M 0.01%
45,546
+3,903
1184
$1.77M 0.01%
61,453
+25,959
1185
$1.77M 0.01%
44,945
+5,307
1186
$1.77M 0.01%
16,125
+6,562
1187
$1.76M 0.01%
67,118
+4,301
1188
$1.76M 0.01%
11,261
-309
1189
$1.75M 0.01%
167,079
-10,534
1190
$1.75M 0.01%
47,538
+19,657
1191
$1.75M 0.01%
30,625
-3,575
1192
$1.75M 0.01%
31,806
+1,938
1193
$1.75M 0.01%
69,564
-64,115
1194
$1.74M 0.01%
72,096
+5,021
1195
$1.74M 0.01%
39,261
+2,205
1196
$1.74M 0.01%
30,969
+635
1197
$1.73M 0.01%
48,159
+59
1198
$1.73M 0.01%
31,953
+14,523
1199
$1.73M 0.01%
34,708
+1,596
1200
$1.72M 0.01%
28,369
+9,158
46 47
48
49 50