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
501
$4.43M 0.03%
302,749
+22,199
502
$4.43M 0.03%
219,767
+47,212
503
$4.42M 0.03%
109,569
+2,824
504
$4.41M 0.03%
44,649
+41,795
505
$4.39M 0.03%
64,499
+276
506
$4.38M 0.03%
134,703
-482
507
$4.38M 0.03%
139,523
-19,145
508
$4.37M 0.03%
56,787
+7,235
509
$4.35M 0.03%
25,689
-6,886
510
$4.35M 0.03%
108,392
-4,648
511
$4.34M 0.03%
35,660
+6,861
512
$4.32M 0.03%
271,715
-15,489
513
$4.32M 0.03%
148,567
+72,844
514
$4.32M 0.03%
91,460
-13,786
515
$4.32M 0.03%
72,552
-42,395
516
$4.31M 0.03%
70,875
+16,150
517
$4.28M 0.03%
171,850
+14,900
518
$4.27M 0.03%
156,996
+14,893
519
$4.25M 0.03%
152,389
+67,295
520
$4.25M 0.03%
50,954
+2,972
521
$4.2M 0.03%
160,470
+91,730
522
$4.18M 0.03%
43,170
+4,675
523
$4.18M 0.03%
47,870
-2,804
524
$4.17M 0.03%
163,647
+4,718
525
$4.15M 0.03%
12,730
+444
19 20
21
22 23