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
2201
$209K ﹤0.01%
6,157
-1,428
2202
$209K ﹤0.01%
16,944
-21,902
2203
$209K ﹤0.01%
14,742
-6,054
2204
$209K ﹤0.01%
5,093
-575
2205
$208K ﹤0.01%
+4,175
2206
$208K ﹤0.01%
30,413
+11,018
2207
$208K ﹤0.01%
+5,105
2208
$208K ﹤0.01%
2,381
-212
2209
$207K ﹤0.01%
+11,335
2210
$207K ﹤0.01%
19,774
-1,543
2211
$207K ﹤0.01%
27,007
+4,034
2212
$206K ﹤0.01%
3,986
-387
2213
$206K ﹤0.01%
+5,373
2214
$206K ﹤0.01%
5,484
-305
2215
$206K ﹤0.01%
+6,142
2216
$206K ﹤0.01%
8,415
-2,991
2217
$206K ﹤0.01%
433
-392
2218
$206K ﹤0.01%
+7,930
2219
$206K ﹤0.01%
13,880
-2,470
2220
$205K ﹤0.01%
10,835
+426
2221
$205K ﹤0.01%
254,577
-26,657
2222
$205K ﹤0.01%
+8,993
2223
$204K ﹤0.01%
+8,979
2224
$204K ﹤0.01%
13,986
-304
2225
$204K ﹤0.01%
9,118
-1,241
87 88
89
90 91