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
651
$2.77M 0.02%
17,663
-467
652
$2.77M 0.02%
25,574
-31,937
653
$2.77M 0.02%
97,748
-58,522
654
$2.76M 0.02%
17,015
+2,135
655
$2.76M 0.02%
30,232
+306
656
$2.76M 0.02%
55,999
-104,953
657
$2.75M 0.02%
78,101
+28,884
658
$2.75M 0.02%
61,519
+15,151
659
$2.75M 0.02%
45,476
-2,180
660
$2.75M 0.02%
130,388
-93,492
661
$2.74M 0.02%
43,717
-18,003
662
$2.73M 0.02%
25,068
+13,412
663
$2.73M 0.02%
110,826
+1,971
664
$2.73M 0.02%
44,831
-8,384
665
$2.72M 0.02%
95,030
+17,935
666
$2.71M 0.02%
49,338
+8,559
667
$2.7M 0.02%
105,716
+49,773
668
$2.7M 0.02%
18,573
+3,927
669
$2.7M 0.02%
124,090
-17,719
670
$2.7M 0.02%
17,643
+436
671
$2.69M 0.02%
28,310
+4,108
672
$2.68M 0.02%
416,769
+33,595
673
$2.66M 0.02%
99,963
-2,925
674
$2.66M 0.02%
21,813
675
$2.66M 0.02%
249,478
-13,971
25 26
27
28 29