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
26
$77.5M 0.52%
520,692
+17,793
27
$77.3M 0.52%
295,178
+12,454
28
$77M 0.52%
553,685
-39,015
29
$76.3M 0.51%
828,967
+314,951
30
$76.1M 0.51%
564,619
+190,996
31
$74.5M 0.5%
589,124
+92,373
32
$74.3M 0.5%
1,719,379
+118,570
33
$72M 0.49%
770,330
+44,410
34
$70.9M 0.48%
695,491
-69,550
35
$67.2M 0.45%
551,822
-9,819
36
$67.2M 0.45%
3,120,007
+235,322
37
$66M 0.45%
590,536
+80,028
38
$65.7M 0.44%
562,576
+172,465
39
$62M 0.42%
846,220
-51,140
40
$59.3M 0.4%
213,586
+6,061
41
$59M 0.4%
361,527
-90,403
42
$58.9M 0.4%
411,858
+105,273
43
$57.8M 0.39%
786,560
+39,900
44
$57M 0.38%
957,315
-25,613
45
$56.9M 0.38%
658,134
+19,085
46
$56.8M 0.38%
808,840
+60,402
47
$56.6M 0.38%
456,240
+3,145
48
$56.5M 0.38%
1,040,792
+31,114
49
$56.1M 0.38%
743,591
-25,760
50
$56.1M 0.38%
582,538
+71,343
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