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
1701
$807K ﹤0.01%
18,900
+4,310
1702
$805K ﹤0.01%
37,414
+12,025
1703
$805K ﹤0.01%
34,063
+8,798
1704
$804K ﹤0.01%
63,043
+455
1705
$801K ﹤0.01%
16,164
-15,449
1706
$800K ﹤0.01%
17,839
-4,247
1707
$796K ﹤0.01%
149,639
-64,783
1708
$793K ﹤0.01%
19,148
+4,463
1709
$793K ﹤0.01%
16,810
-874
1710
$791K ﹤0.01%
39,424
+8,615
1711
$790K ﹤0.01%
+30,632
1712
$790K ﹤0.01%
34,167
+6,175
1713
$789K ﹤0.01%
8,325
+526
1714
$788K ﹤0.01%
17,242
+5,126
1715
$788K ﹤0.01%
+2,392
1716
$787K ﹤0.01%
69,860
-1,345
1717
$785K ﹤0.01%
+25,717
1718
$783K ﹤0.01%
5,330
+934
1719
$782K ﹤0.01%
25,816
-410
1720
$782K ﹤0.01%
9,693
+134
1721
$782K ﹤0.01%
27,774
+10,096
1722
$777K ﹤0.01%
16,788
+4,930
1723
$776K ﹤0.01%
15,704
+5,254
1724
$775K ﹤0.01%
6,324
+1,711
1725
$773K ﹤0.01%
57,577
+877
67 68
69
70 71