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 4.2%
5 Communication Services 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$3.11M 0.02%
153,855
-3,448
602
$3.11M 0.02%
1,382,952
+1,248,713
603
$3.11M 0.02%
158,219
+11,809
604
$3.11M 0.02%
57,660
+40,491
605
$3.1M 0.02%
73,392
-2,857
606
$3.1M 0.02%
113,568
+13,401
607
$3.1M 0.02%
131,803
-12,630
608
$3.1M 0.02%
108,763
-14,191
609
$3.09M 0.02%
88,919
-20,740
610
$3.09M 0.02%
67,144
-4,509
611
$3.09M 0.02%
109,811
-5,167
612
$3.08M 0.02%
74,414
+1,247
613
$3.06M 0.02%
79,580
-8,041
614
$3.04M 0.02%
103,450
+9,694
615
$3.03M 0.02%
49,901
+36,873
616
$3.03M 0.02%
38,987
+4,720
617
$3.01M 0.02%
97,461
+1,863
618
$3.01M 0.02%
13,622
+830
619
$2.99M 0.02%
37,858
+3,986
620
$2.99M 0.02%
78,816
+2,811
621
$2.99M 0.02%
196,895
+60,391
622
$2.99M 0.02%
20,875
+2,962
623
$2.98M 0.02%
57,253
-6,531
624
$2.97M 0.02%
50,460
+14,406
625
$2.96M 0.02%
118,669
-11,805
23 24
25
26 27