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
1901
$606K ﹤0.01%
37,994
-395
1902
$606K ﹤0.01%
13,078
-4,366
1903
$606K ﹤0.01%
12,792
+2,262
1904
$605K ﹤0.01%
36,633
+224
1905
$604K ﹤0.01%
8,353
1906
$603K ﹤0.01%
11,021
-2,571
1907
$603K ﹤0.01%
17,382
-9,811
1908
$603K ﹤0.01%
6,304
+4,133
1909
$602K ﹤0.01%
9,977
-727
1910
$601K ﹤0.01%
8,783
+2,562
1911
$600K ﹤0.01%
47,694
+1,208
1912
$598K ﹤0.01%
13,232
-299
1913
$598K ﹤0.01%
31,714
-22,824
1914
$598K ﹤0.01%
+44,200
1915
$596K ﹤0.01%
41,450
-4,674
1916
$596K ﹤0.01%
27,153
-1,354
1917
$596K ﹤0.01%
5,653
-5,399
1918
$595K ﹤0.01%
2,428
-780
1919
$594K ﹤0.01%
+26,922
1920
$594K ﹤0.01%
19,244
+5,486
1921
$592K ﹤0.01%
13,965
-791
1922
$591K ﹤0.01%
+26,882
1923
$591K ﹤0.01%
19,974
+6,574
1924
$589K ﹤0.01%
31,592
-4,481
1925
$588K ﹤0.01%
9,086
+4,945
75 76
77
78 79