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
751
$2.22M 0.02%
5,213
+901
752
$2.21M 0.01%
37,967
-2,055
753
$2.21M 0.01%
22,039
+6,309
754
$2.21M 0.01%
14,805
+1,354
755
$2.2M 0.01%
45,194
+2,240
756
$2.19M 0.01%
+81,844
757
$2.19M 0.01%
76,487
+7,693
758
$2.19M 0.01%
97,889
+70,264
759
$2.18M 0.01%
79,709
-59,097
760
$2.18M 0.01%
5,553
+2,587
761
$2.18M 0.01%
55,043
+2,458
762
$2.18M 0.01%
41,184
+19,197
763
$2.17M 0.01%
6,812
+160
764
$2.16M 0.01%
61,799
+18,328
765
$2.16M 0.01%
52,313
-90,413
766
$2.15M 0.01%
20,876
-6,528
767
$2.15M 0.01%
70,042
-22,915
768
$2.15M 0.01%
1,825
+18
769
$2.14M 0.01%
45,174
+2,866
770
$2.14M 0.01%
63,499
+57
771
$2.13M 0.01%
116,794
+15,390
772
$2.13M 0.01%
15,201
-5,913
773
$2.13M 0.01%
32,232
-1,855
774
$2.13M 0.01%
53,102
-9,549
775
$2.12M 0.01%
52,882
+398
29 30
31
32 33