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
2176
$428K ﹤0.01%
7,148
+16
2177
$428K ﹤0.01%
10,855
+2,597
2178
$427K ﹤0.01%
13,362
+3,047
2179
$427K ﹤0.01%
+16,191
2180
$426K ﹤0.01%
2,113
-212
2181
$426K ﹤0.01%
11,641
-9,199
2182
$425K ﹤0.01%
5,626
+82
2183
$425K ﹤0.01%
7,799
-964
2184
$424K ﹤0.01%
5,041
+394
2185
$424K ﹤0.01%
26,366
+2,303
2186
$423K ﹤0.01%
14,405
+1,472
2187
$423K ﹤0.01%
+6,933
2188
$423K ﹤0.01%
49,358
+815
2189
$423K ﹤0.01%
12,332
+148
2190
$423K ﹤0.01%
+11,195
2191
$423K ﹤0.01%
7,247
+1,106
2192
$422K ﹤0.01%
8,670
+255
2193
$421K ﹤0.01%
13,148
-10,546
2194
$421K ﹤0.01%
31,525
+13,249
2195
$421K ﹤0.01%
4,069
+67
2196
$421K ﹤0.01%
42,509
-6,914
2197
$421K ﹤0.01%
6,960
-32,575
2198
$420K ﹤0.01%
13,304
2199
$420K ﹤0.01%
10,935
-817
2200
$420K ﹤0.01%
2,148
-4,185
86 87
88
89 90