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
1976
$283K ﹤0.01%
2,361
-269
1977
$283K ﹤0.01%
29,945
-100
1978
$283K ﹤0.01%
16,450
+738
1979
$283K ﹤0.01%
25,382
+3,566
1980
$283K ﹤0.01%
21,490
1981
$282K ﹤0.01%
2,231
-7,423
1982
$282K ﹤0.01%
+3,445
1983
$282K ﹤0.01%
+14,785
1984
$282K ﹤0.01%
34,919
-2,136
1985
$282K ﹤0.01%
21,588
-1,025
1986
$281K ﹤0.01%
18,423
1987
$281K ﹤0.01%
15,075
+1,795
1988
$280K ﹤0.01%
6,111
-1,589
1989
$280K ﹤0.01%
+6,273
1990
$280K ﹤0.01%
24,687
1991
$279K ﹤0.01%
5,330
-328
1992
$277K ﹤0.01%
+9,930
1993
$277K ﹤0.01%
8,993
+74
1994
$277K ﹤0.01%
+9,860
1995
$276K ﹤0.01%
6,954
+1,456
1996
$276K ﹤0.01%
50,613
+893
1997
$275K ﹤0.01%
12,315
-9,395
1998
$275K ﹤0.01%
42,946
+291
1999
$275K ﹤0.01%
4,245
+107
2000
$275K ﹤0.01%
+6
78 79
80
81 82