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
351
$7.2M 0.05%
246,510
+11,782
352
$7.19M 0.05%
314,380
+155,150
353
$7.14M 0.05%
286,298
+97,784
354
$7.12M 0.05%
223,184
+43,478
355
$7.11M 0.05%
237,215
-37,092
356
$7.08M 0.05%
91,796
+6,772
357
$7.07M 0.05%
87,480
+19,094
358
$7.06M 0.05%
36,086
-1
359
$7.06M 0.05%
151,679
+22,641
360
$7.03M 0.05%
74,189
+1,424
361
$6.92M 0.05%
50,384
+22,404
362
$6.89M 0.05%
101,071
+91,052
363
$6.88M 0.05%
36,317
+1,425
364
$6.88M 0.05%
151,875
+14,253
365
$6.86M 0.05%
242,315
+97,435
366
$6.86M 0.05%
43,615
-9,810
367
$6.81M 0.05%
102,772
+875
368
$6.8M 0.05%
29,974
+1,139
369
$6.78M 0.05%
204,143
+5,246
370
$6.78M 0.05%
+187,041
371
$6.75M 0.05%
31,534
+258
372
$6.74M 0.05%
176,850
-7,550
373
$6.73M 0.05%
108,466
+53,075
374
$6.72M 0.05%
27,205
+3,697
375
$6.72M 0.05%
506,094
-207,384
13 14
15
16 17