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 4.19%
5 Communication Services 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$55.5M 0.37%
876,840
-917
52
$53.2M 0.36%
1,528,535
+129,930
53
$52.3M 0.35%
1,912,296
-272,416
54
$51.4M 0.35%
237,130
+32,982
55
$51.4M 0.35%
1,386,445
+3,565
56
$51.3M 0.35%
151,624
+1,136
57
$50M 0.34%
617,798
+9,207
58
$49.8M 0.34%
476,608
+75,390
59
$48.2M 0.33%
428,898
+222,502
60
$47M 0.32%
876,099
-124,127
61
$45.9M 0.31%
3,415,494
-937,932
62
$45.8M 0.31%
572,659
+5,471
63
$45.6M 0.31%
669,500
-120,159
64
$45.3M 0.31%
750,900
+41,906
65
$44.6M 0.3%
1,133,990
+7,515
66
$42.8M 0.29%
918,072
+6,234
67
$41.3M 0.28%
268,795
-8,430
68
$40.4M 0.27%
359,231
+52,357
69
$39.5M 0.27%
224,110
-686
70
$39.5M 0.27%
777,637
+143,523
71
$39M 0.26%
444,699
+30,912
72
$38.2M 0.26%
258,826
-9,260
73
$38M 0.26%
192,738
+50,694
74
$37M 0.25%
236,582
+43,999
75
$36.7M 0.25%
1,313,928
+62,173
1 2
3
4 5