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
376
$6.66M 0.04%
177,083
+34,019
377
$6.65M 0.04%
24,770
+3,369
378
$6.64M 0.04%
28,283
+324
379
$6.61M 0.04%
245,931
-8,935
380
$6.59M 0.04%
59,967
+11,458
381
$6.58M 0.04%
3,491
-3
382
$6.58M 0.04%
67,808
+2,046
383
$6.57M 0.04%
58,927
+3,664
384
$6.56M 0.04%
39,414
-2,043
385
$6.56M 0.04%
199,782
+9,770
386
$6.54M 0.04%
201,789
-12,733
387
$6.52M 0.04%
435,382
-91,092
388
$6.48M 0.04%
322,519
+19,475
389
$6.43M 0.04%
20,392
-9,571
390
$6.41M 0.04%
123,600
+22,791
391
$6.4M 0.04%
179,847
-9,464
392
$6.4M 0.04%
66,057
+6,560
393
$6.38M 0.04%
57,826
-20,396
394
$6.37M 0.04%
43,975
+1,393
395
$6.35M 0.04%
45,528
+1,505
396
$6.35M 0.04%
78,458
+4,506
397
$6.29M 0.04%
62,522
+30,167
398
$6.21M 0.04%
99,737
-1,671
399
$6.21M 0.04%
116,178
+65,136
400
$6.17M 0.04%
213,272
-42,293
14 15
16
17 18