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
326
$8.02M 0.05%
75,051
+2,232
327
$7.99M 0.05%
210,555
-33,339
328
$7.96M 0.05%
267,596
-8,567
329
$7.94M 0.05%
346,063
+106,454
330
$7.91M 0.05%
71,343
-9,990
331
$7.91M 0.05%
41,422
+2,500
332
$7.9M 0.05%
255,564
+58,272
333
$7.89M 0.05%
254,098
-20,432
334
$7.85M 0.05%
144,327
+23,585
335
$7.8M 0.05%
40,370
+1,835
336
$7.79M 0.05%
145,725
-32,815
337
$7.78M 0.05%
140,228
+7,902
338
$7.68M 0.05%
140,619
+14,792
339
$7.61M 0.05%
758,064
+31,286
340
$7.6M 0.05%
45,639
+5,894
341
$7.6M 0.05%
32,118
-3,975
342
$7.51M 0.05%
35,739
-1,913
343
$7.46M 0.05%
188,085
+63,255
344
$7.39M 0.05%
144,592
-68,463
345
$7.32M 0.05%
313,213
+123,841
346
$7.31M 0.05%
198,925
+44,659
347
$7.29M 0.05%
52,656
-24,237
348
$7.23M 0.05%
192,804
+3,620
349
$7.23M 0.05%
389,747
-20,732
350
$7.2M 0.05%
45,695
+3,133
12 13
14
15 16