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
451
$5.14M 0.03%
180,232
-19,450
452
$5.13M 0.03%
92,125
-32,925
453
$5.12M 0.03%
142,842
-6,604
454
$5.11M 0.03%
302,434
-3,483
455
$5.11M 0.03%
74,033
-9,524
456
$5.07M 0.03%
42,697
-6,445
457
$5.06M 0.03%
123,349
+35,501
458
$5.04M 0.03%
205,654
+109,970
459
$5.04M 0.03%
99,105
+35,127
460
$5.04M 0.03%
15,308
+1,728
461
$5.03M 0.03%
137,735
-6,179
462
$5.02M 0.03%
49,146
-7,781
463
$5.02M 0.03%
97,380
-2,760
464
$5M 0.03%
87,203
-43,330
465
$5M 0.03%
116,056
-6,787
466
$4.98M 0.03%
356,745
+2,491
467
$4.95M 0.03%
69,995
+6,255
468
$4.94M 0.03%
128,646
-59,795
469
$4.92M 0.03%
76,972
+3,666
470
$4.92M 0.03%
82,686
+9,244
471
$4.88M 0.03%
220,190
+151,115
472
$4.88M 0.03%
48,640
-4,344
473
$4.86M 0.03%
13,480
+1,117
474
$4.82M 0.03%
75,972
-35,207
475
$4.79M 0.03%
16,069
+2,363
17 18
19
20 21