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
101
$38.5M 0.18%
97,428
+8,716
102
$38.3M 0.18%
158,167
+32,956
103
$38.1M 0.18%
420,847
-8,510
104
$37.7M 0.18%
712,143
+47,689
105
$37.6M 0.18%
703,877
-21,785
106
$37.6M 0.18%
162,642
+7,136
107
$37.1M 0.18%
364,964
+43,554
108
$37.1M 0.18%
700,715
+10,596
109
$37.1M 0.18%
470,801
-32,825
110
$37.1M 0.18%
389,821
+24,671
111
$37M 0.18%
169,961
+817
112
$37M 0.18%
670,200
-54,693
113
$36.4M 0.17%
245,574
-3,505
114
$36.4M 0.17%
671,819
-20,629
115
$36.3M 0.17%
+686,770
116
$35.9M 0.17%
94,804
+10,457
117
$35.8M 0.17%
754,543
+37,217
118
$35.6M 0.17%
532,151
+59,529
119
$35.4M 0.17%
858,243
+2,910
120
$34.8M 0.17%
447,605
-36,750
121
$33.9M 0.16%
743,968
+58,228
122
$33.5M 0.16%
115,663
-21,853
123
$33.4M 0.16%
658,757
-20,005
124
$33.4M 0.16%
420,888
+63,198
125
$32.7M 0.16%
188,648
-5,099
3 4
5
6 7