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
2351
$353K ﹤0.01%
25,801
+605
2352
$353K ﹤0.01%
7,088
+250
2353
$352K ﹤0.01%
19,436
-11,625
2354
$351K ﹤0.01%
33,146
+543
2355
$351K ﹤0.01%
6,109
+1,263
2356
$351K ﹤0.01%
24,823
+1,028
2357
$349K ﹤0.01%
7,032
-2,066
2358
$348K ﹤0.01%
25,175
+7,313
2359
$347K ﹤0.01%
13,327
+1,190
2360
$347K ﹤0.01%
+26,027
2361
$347K ﹤0.01%
2,850
+222
2362
$346K ﹤0.01%
9,982
+661
2363
$346K ﹤0.01%
+9,945
2364
$345K ﹤0.01%
2,472
+214
2365
$344K ﹤0.01%
6,554
-254
2366
$344K ﹤0.01%
9,828
+58
2367
$344K ﹤0.01%
980
-29
2368
$344K ﹤0.01%
+12,290
2369
$343K ﹤0.01%
10,527
2370
$343K ﹤0.01%
2,844
+127
2371
$342K ﹤0.01%
10,626
+2,030
2372
$342K ﹤0.01%
3,482
+116
2373
$342K ﹤0.01%
25,475
-3,790
2374
$341K ﹤0.01%
9,457
-19,110
2375
$341K ﹤0.01%
9,498
+350
93 94
95
96 97