Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $36.4B
1-Year Est. Return 20.08%
This Quarter Est. Return
1 Year Est. Return
+20.08%
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
+$56.8M
2
+$43.3M
3
+$41.9M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$40.3M
5
AAPL icon
Apple
AAPL
+$38.1M

Top Sells

1
+$28.5M
2
+$25.5M
3
+$20.9M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$19.2M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$15M

Sector Composition

1 Technology 9.79%
2 Consumer Discretionary 5%
3 Healthcare 4.52%
4 Financials 4.19%
5 Communication Services 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$12.7M 0.09%
224,913
+196,784
227
$12.7M 0.09%
252,462
+112,387
228
$12.5M 0.08%
232,692
+5,029
229
$12.5M 0.08%
51,664
+4,783
230
$12.4M 0.08%
49,113
+10,536
231
$12.3M 0.08%
298,280
+170,095
232
$12.2M 0.08%
469,524
+32,430
233
$12.1M 0.08%
257,103
-109,153
234
$12.1M 0.08%
57,911
+23,011
235
$12M 0.08%
239,073
+86,938
236
$12M 0.08%
390,042
+92,821
237
$12M 0.08%
156,507
+324
238
$12M 0.08%
208,891
+8,589
239
$11.9M 0.08%
384,487
+61,521
240
$11.9M 0.08%
336,495
-78,710
241
$11.7M 0.08%
543,054
+47,867
242
$11.4M 0.08%
193,043
-30,955
243
$11.4M 0.08%
370,311
-19,372
244
$11.4M 0.08%
221,548
+3,628
245
$11.3M 0.08%
177,732
+6,502
246
$11.3M 0.08%
48,777
+15,114
247
$11.3M 0.08%
220,973
+169,002
248
$11.2M 0.08%
307,230
+40,450
249
$11.2M 0.08%
220,522
+107,823
250
$11.1M 0.07%
92,294
-404
8 9
10
11 12