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
1776
$726K ﹤0.01%
19,932
-2,155
1777
$725K ﹤0.01%
+30,323
1778
$723K ﹤0.01%
+2,622
1779
$723K ﹤0.01%
27,456
+3,790
1780
$720K ﹤0.01%
5,893
+1,659
1781
$719K ﹤0.01%
16,826
+5,924
1782
$717K ﹤0.01%
6,117
-1,816
1783
$716K ﹤0.01%
20,249
+12,917
1784
$714K ﹤0.01%
+20,042
1785
$711K ﹤0.01%
4,876
-399
1786
$708K ﹤0.01%
9,020
-1,957
1787
$708K ﹤0.01%
70,893
-12,012
1788
$707K ﹤0.01%
27,461
+4,241
1789
$707K ﹤0.01%
5,367
+222
1790
$705K ﹤0.01%
21,435
+2,841
1791
$703K ﹤0.01%
41,493
+323
1792
$701K ﹤0.01%
41,806
-1,940
1793
$699K ﹤0.01%
26,346
-655
1794
$698K ﹤0.01%
9,080
+4,446
1795
$698K ﹤0.01%
13,538
+1,249
1796
$698K ﹤0.01%
7,164
-727
1797
$697K ﹤0.01%
21,447
-243
1798
$695K ﹤0.01%
9,750
-506
1799
$695K ﹤0.01%
19,905
+4,194
1800
$693K ﹤0.01%
4,255
+1,074
70 71
72
73 74