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
826
$1.92M 0.01%
38,676
+15,252
827
$1.92M 0.01%
31,836
-1,004
828
$1.92M 0.01%
30,793
-3,826
829
$1.91M 0.01%
12,153
-67
830
$1.91M 0.01%
2,509
+218
831
$1.91M 0.01%
14,425
+540
832
$1.91M 0.01%
47,320
+3,764
833
$1.91M 0.01%
29,565
-1,829
834
$1.9M 0.01%
36,410
+9,458
835
$1.89M 0.01%
23,536
-158
836
$1.87M 0.01%
8,414
-381
837
$1.87M 0.01%
54,533
+6,004
838
$1.87M 0.01%
26,040
-7,119
839
$1.87M 0.01%
71,051
+23,846
840
$1.86M 0.01%
15,660
+100
841
$1.85M 0.01%
45,176
+37,539
842
$1.85M 0.01%
73,314
+13,262
843
$1.85M 0.01%
31,226
+2,800
844
$1.85M 0.01%
398,903
+16,352
845
$1.84M 0.01%
86,348
+13,506
846
$1.84M 0.01%
37,495
-1,457
847
$1.83M 0.01%
96,653
-214,826
848
$1.83M 0.01%
14,725
-300
849
$1.82M 0.01%
+48,281
850
$1.82M 0.01%
135,741
+22,345
32 33
34
35 36