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
526
$4.14M 0.03%
14,952
+13,403
527
$4.14M 0.03%
40,540
+8,183
528
$4.05M 0.03%
17,011
+1,200
529
$4.04M 0.03%
34,629
+1,234
530
$4.04M 0.03%
220,197
+37,090
531
$4.03M 0.03%
78,059
+8,509
532
$4.02M 0.03%
130,353
+12,764
533
$4.01M 0.03%
73,202
+62,148
534
$4.01M 0.03%
82,316
-6,184
535
$4M 0.03%
40,271
+32,335
536
$3.99M 0.03%
70,603
+11,890
537
$3.98M 0.03%
31,081
+1,902
538
$3.96M 0.03%
84,070
-6,116
539
$3.96M 0.03%
79,334
+5,690
540
$3.94M 0.03%
42,527
-6,077
541
$3.93M 0.03%
80,262
-39
542
$3.93M 0.03%
73,284
+12,230
543
$3.92M 0.03%
23,434
+3,291
544
$3.92M 0.03%
55,680
+50,970
545
$3.91M 0.03%
132,327
-3,449
546
$3.9M 0.03%
125,931
+4,670
547
$3.9M 0.03%
114,940
-134,232
548
$3.89M 0.03%
248,442
-18,632
549
$3.88M 0.03%
244,689
-25,802
550
$3.86M 0.03%
245,155
+1,402
20 21
22
23 24