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
726
$2.37M 0.02%
65,154
+7,206
727
$2.35M 0.02%
19,983
+1,832
728
$2.35M 0.02%
211,514
-130,453
729
$2.35M 0.02%
54,194
+801
730
$2.35M 0.02%
85,557
+3,567
731
$2.33M 0.02%
380,310
+3,528
732
$2.33M 0.02%
52,683
+6,259
733
$2.32M 0.02%
+58,889
734
$2.32M 0.02%
24,351
-707
735
$2.3M 0.02%
16,341
+6,810
736
$2.29M 0.02%
21,170
+1,145
737
$2.28M 0.02%
21,620
+8,382
738
$2.28M 0.02%
24,328
+3,856
739
$2.28M 0.02%
185,535
-7,097
740
$2.28M 0.02%
96,016
-980
741
$2.28M 0.02%
63,723
+700
742
$2.28M 0.02%
89,993
+33,515
743
$2.28M 0.02%
58,518
-2,555
744
$2.27M 0.02%
83,839
-47,032
745
$2.26M 0.02%
23,098
+2,539
746
$2.25M 0.02%
31,378
-971
747
$2.25M 0.02%
143,715
+348
748
$2.24M 0.02%
31,981
+392
749
$2.23M 0.02%
73,135
+644
750
$2.23M 0.02%
55,411
+3,846
28 29
30
31 32