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
776
$2.12M 0.01%
35,735
-23,162
777
$2.12M 0.01%
152,467
-3,199
778
$2.12M 0.01%
101,665
+29,202
779
$2.11M 0.01%
72,312
-16,780
780
$2.1M 0.01%
428,767
+10,507
781
$2.1M 0.01%
45,002
-2,271
782
$2.1M 0.01%
388,828
-25,485
783
$2.1M 0.01%
36,568
+11,555
784
$2.1M 0.01%
23,065
-8,426
785
$2.09M 0.01%
38,775
-976
786
$2.08M 0.01%
34,492
+146
787
$2.08M 0.01%
78,444
+8,740
788
$2.08M 0.01%
21,331
-8,205
789
$2.07M 0.01%
52,245
+4,614
790
$2.07M 0.01%
153,600
+5,285
791
$2.06M 0.01%
7,273
-1,030
792
$2.06M 0.01%
47,117
+6,098
793
$2.06M 0.01%
68,845
+1,135
794
$2.06M 0.01%
95,759
+6,534
795
$2.05M 0.01%
90,888
-9,604
796
$2.05M 0.01%
109,203
-14,018
797
$2.04M 0.01%
74,981
+35,883
798
$2.04M 0.01%
90,694
+27,620
799
$2.03M 0.01%
41,008
+18,874
800
$2.02M 0.01%
48,784
+5,440
30 31
32
33 34