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
2076
$491K ﹤0.01%
38,319
+3,901
2077
$491K ﹤0.01%
56,114
+1,406
2078
$491K ﹤0.01%
5,340
-1,604
2079
$489K ﹤0.01%
5,316
-9,622
2080
$489K ﹤0.01%
2,523
+1
2081
$488K ﹤0.01%
7,277
-902
2082
$486K ﹤0.01%
22,842
+5,164
2083
$485K ﹤0.01%
12,516
+4,205
2084
$483K ﹤0.01%
55,293
+4,528
2085
$483K ﹤0.01%
16,522
-104
2086
$482K ﹤0.01%
+17,619
2087
$481K ﹤0.01%
5,891
+800
2088
$480K ﹤0.01%
48,988
+6,814
2089
$480K ﹤0.01%
14,729
-12,685
2090
$479K ﹤0.01%
4,575
+325
2091
$477K ﹤0.01%
7,943
+718
2092
$476K ﹤0.01%
+20,488
2093
$476K ﹤0.01%
2,258
+581
2094
$476K ﹤0.01%
29,058
+11,266
2095
$475K ﹤0.01%
9,392
-2,764
2096
$474K ﹤0.01%
70,344
-1,595
2097
$473K ﹤0.01%
+59,624
2098
$473K ﹤0.01%
33,685
+127
2099
$472K ﹤0.01%
10,624
-683
2100
$472K ﹤0.01%
30,000
+4,886
82 83
84
85 86