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
426
$5.54M 0.04%
76,968
+7,944
427
$5.51M 0.04%
182,438
+13,550
428
$5.51M 0.04%
227,038
-75,448
429
$5.5M 0.04%
173,004
+124,988
430
$5.5M 0.04%
+200,562
431
$5.5M 0.04%
104,855
+24,320
432
$5.49M 0.04%
+169,985
433
$5.49M 0.04%
192,170
-21,940
434
$5.49M 0.04%
165,439
-20,338
435
$5.45M 0.04%
200,457
+111,744
436
$5.45M 0.04%
235,348
+61,422
437
$5.43M 0.04%
99,013
+5,834
438
$5.43M 0.04%
161,150
+72,529
439
$5.42M 0.04%
92,631
-14,303
440
$5.41M 0.04%
57,133
-1,222
441
$5.39M 0.04%
36,734
+16,193
442
$5.39M 0.04%
84,841
+2,476
443
$5.37M 0.04%
66,526
+4,630
444
$5.34M 0.04%
187,691
+3,941
445
$5.33M 0.04%
121,335
+21,884
446
$5.33M 0.04%
55,589
-11,016
447
$5.25M 0.04%
61,178
+4,020
448
$5.25M 0.04%
80,030
+7,542
449
$5.2M 0.04%
199,342
-33,319
450
$5.18M 0.04%
66,483
+16,096
16 17
18
19 20