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
1751
$395K ﹤0.01%
+12,344
1752
$395K ﹤0.01%
18,873
-4,675
1753
$395K ﹤0.01%
+10,033
1754
$394K ﹤0.01%
9,710
+3,386
1755
$394K ﹤0.01%
15,768
+77
1756
$394K ﹤0.01%
2,526
+306
1757
$394K ﹤0.01%
+4,634
1758
$392K ﹤0.01%
13,729
+1,114
1759
$392K ﹤0.01%
23,141
+12,434
1760
$392K ﹤0.01%
+3,193
1761
$392K ﹤0.01%
21,399
+121
1762
$392K ﹤0.01%
18,259
+3,700
1763
$391K ﹤0.01%
1,194
+84
1764
$391K ﹤0.01%
47,322
+7,258
1765
$390K ﹤0.01%
3,447
+148
1766
$389K ﹤0.01%
6,912
-5,211
1767
$389K ﹤0.01%
30,226
+3,200
1768
$389K ﹤0.01%
6,944
1769
$388K ﹤0.01%
23,627
-1,009
1770
$388K ﹤0.01%
20,953
-5,100
1771
$387K ﹤0.01%
32,785
-9,006
1772
$387K ﹤0.01%
+25,510
1773
$387K ﹤0.01%
+16,858
1774
$385K ﹤0.01%
8,188
-484
1775
$385K ﹤0.01%
38,117
+15,730
69 70
71
72 73