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
276
$9.96M 0.07%
17,666
+1,414
277
$9.92M 0.07%
94,212
-21,202
278
$9.81M 0.07%
59,235
-59,804
279
$9.8M 0.07%
161,247
+1,278
280
$9.74M 0.07%
185,263
+9,781
281
$9.73M 0.07%
332,610
+50,264
282
$9.72M 0.07%
80,089
+9,264
283
$9.7M 0.07%
186,880
+22,470
284
$9.65M 0.07%
128,220
-10,360
285
$9.6M 0.06%
30
+1
286
$9.52M 0.06%
353,539
+140,434
287
$9.52M 0.06%
186,544
-30,450
288
$9.49M 0.06%
95,199
-2,921
289
$9.43M 0.06%
44,968
+12,661
290
$9.32M 0.06%
105,666
-7,572
291
$9.3M 0.06%
282,030
-39,142
292
$9.12M 0.06%
48,753
+14,585
293
$9.07M 0.06%
147,090
-74,376
294
$9.06M 0.06%
218,088
+372
295
$9.05M 0.06%
146,248
+10,625
296
$8.93M 0.06%
511,576
-46,781
297
$8.92M 0.06%
259,882
+129,335
298
$8.91M 0.06%
87,950
-11,280
299
$8.91M 0.06%
40,225
+2,526
300
$8.81M 0.06%
5,150
+83
10 11
12
13 14