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
2626
– –
-10,694
2627
– –
-6,563
2628
– –
-5,617
2629
– –
-7,560
2630
– –
-3,502
2631
– –
-4,805
2632
– –
-15,163
2633
– –
-20,545
2634
– –
-4,787
2635
– –
-30,805
2636
– –
-8,047
2637
– –
-19,790
2638
– –
-15,152
2639
– –
-10,650
2640
– –
-21,104
2641
– –
-24,377
2642
– –
-48,350
2643
– –
-11,775
2644
– –
-4,316
2645
– –
-75,793
2646
– –
-76,042
2647
– –
-10,728
2648
– –
-12,550
2649
– –
-34,829
2650
– –
-6,665
102 103 104 105
106