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
851
$1.82M 0.01%
32,809
+5,764
852
$1.81M 0.01%
34,760
+3,765
853
$1.81M 0.01%
125,840
+8,910
854
$1.8M 0.01%
53,761
-101,487
855
$1.8M 0.01%
58,412
-4,588
856
$1.8M 0.01%
74,556
+40,445
857
$1.79M 0.01%
50,212
-42
858
$1.79M 0.01%
38,384
-2,945
859
$1.79M 0.01%
8,019
-484
860
$1.78M 0.01%
13,225
+2,430
861
$1.77M 0.01%
65,239
-2,350
862
$1.77M 0.01%
19,255
+215
863
$1.76M 0.01%
71,811
-444,913
864
$1.76M 0.01%
31,480
+3,906
865
$1.76M 0.01%
17,278
+4,350
866
$1.76M 0.01%
53,605
+23,425
867
$1.75M 0.01%
63,710
+29,452
868
$1.75M 0.01%
+67,814
869
$1.75M 0.01%
34,100
-178
870
$1.75M 0.01%
30,186
-3,366
871
$1.75M 0.01%
98,879
+9,980
872
$1.75M 0.01%
23,642
-2,956
873
$1.75M 0.01%
26,444
+13,287
874
$1.75M 0.01%
26,495
-3,748
875
$1.74M 0.01%
28,818
+369
33 34
35
36 37