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
2526
– –
-30
2527
– –
-3,297
2528
– –
-56,435
2529
– –
-10,518
2530
– –
-331,120
2531
– –
-13,452
2532
– –
-10,567
2533
– –
-14,099
2534
– –
-6,176
2535
– –
-1,002
2536
– –
-16,956
2537
– –
-181,564
2538
– –
-14,635
2539
– –
-19,755
2540
– –
-87,949
2541
– –
-23,962
2542
– –
-6,013
2543
– –
-5,413
2544
– –
-16,204
2545
– –
-4,189
2546
– –
-20,997
2547
– –
-4,547
2548
– –
-9,435
2549
– –
-4,600
2550
– –
-8,311
100 101
102
103 104