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
2401
$90K ﹤0.01%
12,685
+2,254
2402
$90K ﹤0.01%
15,107
-793
2403
$88K ﹤0.01%
984
+258
2404
$87K ﹤0.01%
24,478
-500
2405
$86K ﹤0.01%
53,921
+29,680
2406
$85K ﹤0.01%
3,285
+244
2407
$84K ﹤0.01%
10,110
2408
$84K ﹤0.01%
13,083
2409
$84K ﹤0.01%
11,329
-180
2410
$84K ﹤0.01%
115,760
2411
$83K ﹤0.01%
16,050
+5,000
2412
$82K ﹤0.01%
103,050
2413
$81K ﹤0.01%
5,889
-66
2414
$78K ﹤0.01%
18,121
-14,737
2415
$77K ﹤0.01%
13,782
+1,489
2416
$77K ﹤0.01%
+214
2417
$76K ﹤0.01%
963
+259
2418
$76K ﹤0.01%
5,201
-265
2419
$73K ﹤0.01%
+342
2420
$72K ﹤0.01%
19,866
+100
2421
$71K ﹤0.01%
37,549
-540
2422
$71K ﹤0.01%
17,164
2423
$70K ﹤0.01%
25,000
-7,311
2424
$68K ﹤0.01%
11,378
+434
2425
$64K ﹤0.01%
+2,921
95 96
97
98 99