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
551
$3.85M 0.03%
142,655
+35,210
552
$3.81M 0.03%
+168,619
553
$3.81M 0.03%
83,750
-21,390
554
$3.81M 0.03%
17,796
+547
555
$3.8M 0.03%
+63,701
556
$3.79M 0.03%
88,789
+27,455
557
$3.79M 0.03%
78,783
+19,418
558
$3.79M 0.03%
150,408
-5,401
559
$3.77M 0.03%
75,220
-40,375
560
$3.77M 0.03%
22,185
-18,171
561
$3.74M 0.03%
62,979
+23,823
562
$3.71M 0.03%
31,983
-25,171
563
$3.71M 0.03%
431,966
+20,632
564
$3.7M 0.03%
197,642
+16,820
565
$3.68M 0.02%
69,396
+2,220
566
$3.67M 0.02%
161,350
+6,945
567
$3.66M 0.02%
78,743
+2,215
568
$3.6M 0.02%
33,227
-8,342
569
$3.56M 0.02%
108,660
+7,710
570
$3.56M 0.02%
93,158
-3,940
571
$3.51M 0.02%
39,775
+14,559
572
$3.5M 0.02%
86,938
-17,649
573
$3.5M 0.02%
25,422
+1,373
574
$3.48M 0.02%
57,801
-9,034
575
$3.46M 0.02%
92,113
+12,693
21 22
23
24 25