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
576
$3.44M 0.02%
45,446
+9,137
577
$3.44M 0.02%
158,789
-5,435
578
$3.4M 0.02%
86,601
-72,141
579
$3.4M 0.02%
87,844
+3,364
580
$3.34M 0.02%
54,550
-1,988
581
$3.34M 0.02%
52,812
-24,290
582
$3.32M 0.02%
39,140
-340
583
$3.32M 0.02%
91,790
+9,582
584
$3.31M 0.02%
33,529
+20,642
585
$3.31M 0.02%
10,627
-788
586
$3.28M 0.02%
58,895
+1,774
587
$3.27M 0.02%
265,338
-2,208
588
$3.27M 0.02%
73,497
-5,723
589
$3.26M 0.02%
34,585
-38,690
590
$3.25M 0.02%
74,837
-150
591
$3.23M 0.02%
31,671
-50
592
$3.22M 0.02%
47,337
-5,615
593
$3.21M 0.02%
108,645
+1,817
594
$3.21M 0.02%
88,670
+19,025
595
$3.19M 0.02%
57,885
+796
596
$3.17M 0.02%
67,249
-11,013
597
$3.17M 0.02%
39,257
+20,736
598
$3.16M 0.02%
36,308
+6,026
599
$3.13M 0.02%
148,440
-5,780
600
$3.12M 0.02%
222,695
+25,722
22 23
24
25 26