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
676
$2.65M 0.02%
37,713
-1,674
677
$2.64M 0.02%
90,096
+406
678
$2.64M 0.02%
138,648
-3,018
679
$2.63M 0.02%
418,619
-32,548
680
$2.62M 0.02%
43,238
+9,977
681
$2.61M 0.02%
284,936
-22,784
682
$2.6M 0.02%
113,604
-39,972
683
$2.6M 0.02%
102,951
+858
684
$2.57M 0.02%
61,254
-30
685
$2.57M 0.02%
29,524
+2,823
686
$2.56M 0.02%
472,114
-8,561
687
$2.56M 0.02%
89,071
+48,903
688
$2.55M 0.02%
252,472
+18,093
689
$2.54M 0.02%
27,240
+852
690
$2.54M 0.02%
137,447
+43,409
691
$2.53M 0.02%
50,596
-1,368
692
$2.52M 0.02%
77,771
+13,043
693
$2.52M 0.02%
34,629
+19,510
694
$2.5M 0.02%
31,696
+15,838
695
$2.49M 0.02%
338,336
+12,739
696
$2.48M 0.02%
14,965
-2,852
697
$2.48M 0.02%
312,404
-40,123
698
$2.48M 0.02%
97,316
+2,102
699
$2.48M 0.02%
74,496
-136
700
$2.48M 0.02%
34,644
+17,902
26 27
28
29 30