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
2501
$7K ﹤0.01%
+15,575
2502
$4K ﹤0.01%
+762
2503
$2K ﹤0.01%
625
-185
2504
– –
-1,218
2505
– –
-11,465
2506
– –
-3,357
2507
– –
-500
2508
– –
-7,808
2509
– –
-44,464
2510
– –
-4,420
2511
– –
-3,110
2512
– –
-10,416
2513
– –
-20,635
2514
– –
-10,306
2515
– –
-10,689
2516
– –
-17,769
2517
– –
-14,790
2518
– –
-13,364
2519
– –
-235
2520
– –
-30,694
2521
– –
-2,609
2522
– –
-12,863
2523
– –
-12,691
2524
– –
-24,728
2525
– –
-11,180
99 100
101
102 103