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
626
$2.95M 0.02%
15,249
+879
627
$2.95M 0.02%
29,244
+18,092
628
$2.95M 0.02%
83,194
-13,389
629
$2.95M 0.02%
84,762
+43,997
630
$2.94M 0.02%
28,237
-24,843
631
$2.94M 0.02%
132,324
+5,933
632
$2.94M 0.02%
60,793
-13,524
633
$2.94M 0.02%
47,012
+37,068
634
$2.93M 0.02%
13,610
+543
635
$2.92M 0.02%
104,112
+284
636
$2.91M 0.02%
141,148
+6,841
637
$2.9M 0.02%
82,217
-7,655
638
$2.89M 0.02%
13,154
+7,550
639
$2.88M 0.02%
29,567
+9,192
640
$2.88M 0.02%
268,811
+19,138
641
$2.87M 0.02%
41,300
-1,928
642
$2.86M 0.02%
197,157
-45,825
643
$2.86M 0.02%
120,811
-9,486
644
$2.85M 0.02%
26,798
+11,460
645
$2.85M 0.02%
37,862
+1,465
646
$2.84M 0.02%
110,653
+3,137
647
$2.83M 0.02%
103,337
+18,426
648
$2.82M 0.02%
105,184
+7,768
649
$2.81M 0.02%
50,436
+15,795
650
$2.78M 0.02%
206,518
-9,222
24 25
26
27 28