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
2601
– –
-4,787
2602
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-30,805
2603
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-8,047
2604
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-19,790
2605
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-15,152
2606
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-10,650
2607
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-21,104
2608
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-24,377
2609
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-48,350
2610
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-11,775
2611
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-4,316
2612
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-75,793
2613
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-76,042
2614
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-10,728
2615
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-12,550
2616
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-34,829
2617
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-6,665
2618
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-40,083
2619
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-23,106
2620
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-7,683
2621
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-12,112
2622
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-1,129
2623
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-5,721
2624
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-11,463
2625
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-12,322
102 103 104
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