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
2151
$227K ﹤0.01%
1,863
-102
2152
$227K ﹤0.01%
40,033
-16,004
2153
$226K ﹤0.01%
3,917
+9
2154
$226K ﹤0.01%
+14,699
2155
$226K ﹤0.01%
+4,426
2156
$226K ﹤0.01%
9,280
+51
2157
$226K ﹤0.01%
11,097
-1,073
2158
$226K ﹤0.01%
20,990
-10,537
2159
$225K ﹤0.01%
8,211
-1,144
2160
$225K ﹤0.01%
10,726
+1
2161
$224K ﹤0.01%
+2,859
2162
$223K ﹤0.01%
+25,382
2163
$223K ﹤0.01%
23,731
-6,909
2164
$223K ﹤0.01%
22,285
-1,788
2165
$222K ﹤0.01%
6,430
+19
2166
$221K ﹤0.01%
+8,200
2167
$221K ﹤0.01%
14,610
-7,242
2168
$221K ﹤0.01%
14,777
-21,977
2169
$220K ﹤0.01%
13,743
+943
2170
$220K ﹤0.01%
22,782
2171
$219K ﹤0.01%
+1,673
2172
$219K ﹤0.01%
+7,903
2173
$219K ﹤0.01%
+4,382
2174
$218K ﹤0.01%
3,474
+4
2175
$216K ﹤0.01%
8,362
-627
85 86
87
88 89