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
251
$11M 0.07%
516,407
+303,634
252
$10.9M 0.07%
200,766
+8,261
253
$10.9M 0.07%
22,428
+6,129
254
$10.8M 0.07%
511,077
+249,437
255
$10.8M 0.07%
75,902
+7,179
256
$10.8M 0.07%
1,625,840
+23,534
257
$10.8M 0.07%
48,643
+217
258
$10.8M 0.07%
47,576
+7,044
259
$10.7M 0.07%
270,741
+86,528
260
$10.6M 0.07%
52,947
+5,331
261
$10.6M 0.07%
451,408
-29,661
262
$10.3M 0.07%
472,395
+327,104
263
$10.3M 0.07%
647,116
-46,121
264
$10.2M 0.07%
197,835
-11,540
265
$10.2M 0.07%
69,248
+5,367
266
$10.2M 0.07%
467,171
+271,566
267
$10.2M 0.07%
135,348
+4,873
268
$10.1M 0.07%
214,694
+9,636
269
$10.1M 0.07%
386,039
+43,123
270
$10.1M 0.07%
176,987
+161,455
271
$10.1M 0.07%
282,278
-87,067
272
$10M 0.07%
158,908
-69,040
273
$10M 0.07%
35,629
-1,112
274
$10M 0.07%
300,970
+59,401
275
$9.97M 0.07%
339,748
-278,840
9 10
11
12 13