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
2376
$112K ﹤0.01%
13,574
-1,905
2377
$111K ﹤0.01%
111,067
+5,000
2378
$111K ﹤0.01%
15,654
-5,177
2379
$108K ﹤0.01%
11,314
2380
$106K ﹤0.01%
11,070
-2,283
2381
$106K ﹤0.01%
10,605
-618
2382
$105K ﹤0.01%
11,463
-1,783
2383
$105K ﹤0.01%
+1,225
2384
$104K ﹤0.01%
49,269
+17,046
2385
$102K ﹤0.01%
+12,480
2386
$101K ﹤0.01%
+13,888
2387
$101K ﹤0.01%
12,366
2388
$100K ﹤0.01%
2,059
+193
2389
$99K ﹤0.01%
12,376
-5,735
2390
$97K ﹤0.01%
17,963
-2,756
2391
$97K ﹤0.01%
19,009
-45
2392
$97K ﹤0.01%
12,176
+322
2393
$95K ﹤0.01%
15,637
-8,917
2394
$95K ﹤0.01%
1,905
-171
2395
$92K ﹤0.01%
+11,933
2396
$92K ﹤0.01%
6,225
+111
2397
$92K ﹤0.01%
3,409
+310
2398
$92K ﹤0.01%
16,399
-17,244
2399
$91K ﹤0.01%
12,000
2400
$91K ﹤0.01%
1,420
-2,325
94 95
96
97 98