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
476
$4.78M 0.03%
102,273
+1,141
477
$4.72M 0.03%
181,706
+1,546
478
$4.72M 0.03%
298,754
+18,797
479
$4.71M 0.03%
49,822
+33,670
480
$4.68M 0.03%
73,654
+10,067
481
$4.67M 0.03%
85,798
+2,614
482
$4.64M 0.03%
380,025
-34,205
483
$4.64M 0.03%
80,333
+13,460
484
$4.63M 0.03%
26,057
+1,550
485
$4.62M 0.03%
57,858
+4,347
486
$4.61M 0.03%
92,571
+75,069
487
$4.59M 0.03%
177,412
-358,363
488
$4.58M 0.03%
83,746
+5,593
489
$4.57M 0.03%
54,690
+3,464
490
$4.57M 0.03%
55,149
+40,893
491
$4.56M 0.03%
134,959
-5,080
492
$4.54M 0.03%
380,553
+88,149
493
$4.53M 0.03%
96,449
-29,101
494
$4.52M 0.03%
111,144
+55,092
495
$4.5M 0.03%
43,212
+3,183
496
$4.48M 0.03%
524,781
+9,960
497
$4.48M 0.03%
167,372
+24,639
498
$4.47M 0.03%
296,941
+93,121
499
$4.46M 0.03%
107,837
-3,655
500
$4.44M 0.03%
58,133
-37,097
18 19
20
21 22