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
701
$2.47M 0.02%
47,869
+9,712
702
$2.46M 0.02%
44,249
-21,658
703
$2.46M 0.02%
41,117
-123
704
$2.46M 0.02%
104,295
-77,835
705
$2.45M 0.02%
77,229
-21,943
706
$2.44M 0.02%
19,286
-2,572
707
$2.44M 0.02%
37,693
-3,556
708
$2.44M 0.02%
93,885
-7,066
709
$2.44M 0.02%
51,926
-2,688
710
$2.44M 0.02%
15,059
+964
711
$2.44M 0.02%
19,946
+2,097
712
$2.43M 0.02%
28,183
-4,528
713
$2.42M 0.02%
137,422
-79,843
714
$2.42M 0.02%
69,628
+900
715
$2.42M 0.02%
44,812
-3,481
716
$2.42M 0.02%
16,690
+927
717
$2.42M 0.02%
408,585
-42,603
718
$2.41M 0.02%
173,994
+2,652
719
$2.4M 0.02%
8,822
-13,026
720
$2.4M 0.02%
22,156
+2,340
721
$2.39M 0.02%
28,713
+1,066
722
$2.38M 0.02%
20,852
+9,754
723
$2.38M 0.02%
61,638
+7,502
724
$2.38M 0.02%
30,956
+6,306
725
$2.37M 0.02%
60,670
+2,272
27 28
29
30 31