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
2226
$403K ﹤0.01%
17,235
-1,323
2227
$402K ﹤0.01%
14,000
2228
$402K ﹤0.01%
+7,411
2229
$402K ﹤0.01%
12,963
+4,027
2230
$401K ﹤0.01%
2,703
-80
2231
$400K ﹤0.01%
10,651
-949
2232
$400K ﹤0.01%
15,132
-216
2233
$400K ﹤0.01%
+3,528
2234
$399K ﹤0.01%
+20,631
2235
$399K ﹤0.01%
15,265
-14
2236
$399K ﹤0.01%
3,980
+96
2237
$399K ﹤0.01%
18,149
-2,871
2238
$399K ﹤0.01%
11,993
-102
2239
$398K ﹤0.01%
28,048
+27
2240
$397K ﹤0.01%
9,507
+1,136
2241
$397K ﹤0.01%
1,557
+735
2242
$397K ﹤0.01%
+2,217
2243
$397K ﹤0.01%
3,959
+414
2244
$397K ﹤0.01%
+60,194
2245
$397K ﹤0.01%
14,914
-741
2246
$395K ﹤0.01%
+12,106
2247
$395K ﹤0.01%
+18,669
2248
$394K ﹤0.01%
13,001
+1,916
2249
$394K ﹤0.01%
22,316
+1,543
2250
$394K ﹤0.01%
45,425
+26,671
88 89
90
91 92