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
401
$6.14M 0.04%
42,868
+1,184
402
$6.14M 0.04%
30,731
+4,616
403
$6.13M 0.04%
75,671
+34,771
404
$6.13M 0.04%
358,744
-33,068
405
$6.11M 0.04%
237,468
+218,657
406
$6.1M 0.04%
10,904
-3,981
407
$6.03M 0.04%
75,538
+4,447
408
$6.01M 0.04%
196,374
-35,054
409
$6M 0.04%
107,956
+5,956
410
$5.98M 0.04%
180,210
+75,760
411
$5.97M 0.04%
142,911
-2,479
412
$5.95M 0.04%
194,705
+17,129
413
$5.93M 0.04%
544,542
-15,482
414
$5.85M 0.04%
27,705
-574
415
$5.84M 0.04%
168,112
-3,995
416
$5.8M 0.04%
66,672
+3,594
417
$5.8M 0.04%
333,177
-195,738
418
$5.78M 0.04%
206,355
-3,634
419
$5.75M 0.04%
57,858
-14,710
420
$5.72M 0.04%
159,303
+10,970
421
$5.71M 0.04%
+109,174
422
$5.7M 0.04%
73,309
+8,532
423
$5.63M 0.04%
164,741
-16,734
424
$5.57M 0.04%
100,913
-71,820
425
$5.55M 0.04%
37,673
+1,859
15 16
17
18 19