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
1501
$593K ﹤0.01%
20,826
+11,326
1502
$592K ﹤0.01%
5,953
+1,936
1503
$590K ﹤0.01%
11,541
+60
1504
$590K ﹤0.01%
10,640
-9,655
1505
$590K ﹤0.01%
22,440
-15,204
1506
$590K ﹤0.01%
22,012
+1,440
1507
$590K ﹤0.01%
17,851
-3,569
1508
$589K ﹤0.01%
3,992
+1,054
1509
$589K ﹤0.01%
6,392
+748
1510
$588K ﹤0.01%
10,803
+22
1511
$587K ﹤0.01%
3,061
-113
1512
$586K ﹤0.01%
11,859
+6,165
1513
$585K ﹤0.01%
10,521
+2,170
1514
$584K ﹤0.01%
49,971
-40,747
1515
$584K ﹤0.01%
45,198
+33,629
1516
$584K ﹤0.01%
10,342
-3
1517
$578K ﹤0.01%
47,042
+11,644
1518
$577K ﹤0.01%
11,708
+3,367
1519
$577K ﹤0.01%
119,561
+1,289
1520
$577K ﹤0.01%
22,599
-2,605
1521
$576K ﹤0.01%
4,103
-99
1522
$575K ﹤0.01%
21,295
+5,855
1523
$575K ﹤0.01%
32,417
-2,104
1524
$571K ﹤0.01%
22,768
+13,836
1525
$570K ﹤0.01%
29,740
+4,017
59 60
61
62 63