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
301
$8.78M 0.06%
161,239
+7,355
302
$8.72M 0.06%
46,186
+1,925
303
$8.68M 0.06%
106,251
+882
304
$8.64M 0.06%
232,359
+54,887
305
$8.63M 0.06%
150,217
+5,206
306
$8.6M 0.06%
306,822
-281,594
307
$8.54M 0.06%
54,812
+18,368
308
$8.53M 0.06%
72,771
-4,478
309
$8.53M 0.06%
115,617
-36,090
310
$8.51M 0.06%
353,592
-53,177
311
$8.51M 0.06%
38,804
+23,948
312
$8.5M 0.06%
335,262
+24,853
313
$8.48M 0.06%
458,634
-376,590
314
$8.35M 0.06%
164,622
-9,536
315
$8.34M 0.06%
50,406
+4,281
316
$8.31M 0.06%
80,642
+2,106
317
$8.3M 0.06%
218,210
+37,683
318
$8.27M 0.06%
151,982
+22,061
319
$8.23M 0.06%
159,546
-140,270
320
$8.21M 0.06%
89,375
+7,675
321
$8.18M 0.06%
168,938
+9,971
322
$8.17M 0.06%
147,537
+123,786
323
$8.14M 0.05%
266,077
+8,201
324
$8.08M 0.05%
757,628
+15,277
325
$8.04M 0.05%
100,654
-45,458
11 12
13
14 15