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
2476
$27K ﹤0.01%
+11,104
2477
$25K ﹤0.01%
25,000
+10,000
2478
– –
0
2479
$23K ﹤0.01%
296
-229
2480
$23K ﹤0.01%
13,985
+930
2481
$23K ﹤0.01%
13,110
-1,100
2482
$22K ﹤0.01%
590
-100
2483
$22K ﹤0.01%
+32,800
2484
$20K ﹤0.01%
4,634
+15
2485
$19K ﹤0.01%
13,559
2486
$18K ﹤0.01%
277
+90
2487
$18K ﹤0.01%
30,107
+957
2488
$18K ﹤0.01%
19,491
2489
$17K ﹤0.01%
70
2490
$17K ﹤0.01%
25,066
2491
$16K ﹤0.01%
2
-1
2492
$15K ﹤0.01%
21,635
-400
2493
$14K ﹤0.01%
1,221
-1,049
2494
$13K ﹤0.01%
13,000
2495
$13K ﹤0.01%
1,470
2496
$12K ﹤0.01%
17,785
+4,000
2497
$12K ﹤0.01%
510
2498
$10K ﹤0.01%
10,139
-861
2499
$8K ﹤0.01%
+19
2500
$8K ﹤0.01%
+6
98 99
100
101 102