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
801
$2.02M 0.01%
140,854
+7,269
802
$2.01M 0.01%
57,706
+7,581
803
$2.01M 0.01%
46,934
+39,016
804
$2.01M 0.01%
48,741
-402
805
$2M 0.01%
24,092
+1,860
806
$2M 0.01%
71,846
-832
807
$2M 0.01%
87,662
-9,652
808
$1.99M 0.01%
40,354
+2,589
809
$1.98M 0.01%
78,387
+12,096
810
$1.98M 0.01%
393,883
+115,708
811
$1.98M 0.01%
175,342
+19,072
812
$1.97M 0.01%
48,318
-4,698
813
$1.97M 0.01%
145,976
-335
814
$1.96M 0.01%
81,961
+48,159
815
$1.96M 0.01%
222,232
-27,359
816
$1.95M 0.01%
127,250
+88,200
817
$1.95M 0.01%
110,000
-39,454
818
$1.94M 0.01%
20,720
-1,959
819
$1.94M 0.01%
17,517
+6,346
820
$1.94M 0.01%
46,186
-3,102
821
$1.93M 0.01%
233,723
+48,288
822
$1.93M 0.01%
29,147
+3,491
823
$1.93M 0.01%
74,951
-15,381
824
$1.93M 0.01%
30,905
+194
825
$1.93M 0.01%
26,190
+2,120
31 32
33
34 35