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
2251
$394K ﹤0.01%
34,839
-80
2252
$393K ﹤0.01%
3,432
-86
2253
$392K ﹤0.01%
+23,778
2254
$392K ﹤0.01%
7,152
+61
2255
$391K ﹤0.01%
+15,097
2256
$391K ﹤0.01%
+4,351
2257
$391K ﹤0.01%
9,079
+1,101
2258
$390K ﹤0.01%
11,435
+4,492
2259
$390K ﹤0.01%
16,596
-742
2260
$390K ﹤0.01%
43,898
+1,134
2261
$389K ﹤0.01%
15,546
+954
2262
$388K ﹤0.01%
+6,584
2263
$388K ﹤0.01%
3,614
+5
2264
$387K ﹤0.01%
9,076
+86
2265
$387K ﹤0.01%
15,181
+634
2266
$387K ﹤0.01%
4,725
-26,611
2267
$387K ﹤0.01%
10,509
-3,786
2268
$386K ﹤0.01%
12,023
+259
2269
$386K ﹤0.01%
7,909
+334
2270
$384K ﹤0.01%
43,777
+826
2271
$382K ﹤0.01%
11,174
-9,604
2272
$382K ﹤0.01%
40,082
+12,684
2273
$381K ﹤0.01%
19,788
+1,936
2274
$381K ﹤0.01%
19,848
-498
2275
$381K ﹤0.01%
+15,161
89 90
91
92 93