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
876
$1.74M 0.01%
43,129
+1,237
877
$1.74M 0.01%
106,009
-4,603
878
$1.74M 0.01%
229,463
+15,445
879
$1.74M 0.01%
46,762
-703
880
$1.73M 0.01%
71,137
+36,195
881
$1.73M 0.01%
55,897
-11,879
882
$1.72M 0.01%
18,407
+7,057
883
$1.72M 0.01%
35,251
-8,773
884
$1.72M 0.01%
23,790
-865
885
$1.72M 0.01%
7,439
+3,305
886
$1.71M 0.01%
70,747
-6,778
887
$1.71M 0.01%
34,979
-5,978
888
$1.71M 0.01%
5,218
-597
889
$1.71M 0.01%
69,871
+5,914
890
$1.7M 0.01%
61,773
+8,466
891
$1.69M 0.01%
13,980
-6,366
892
$1.69M 0.01%
58,543
-1,948
893
$1.69M 0.01%
57,628
-1,755
894
$1.69M 0.01%
98,453
+20,277
895
$1.68M 0.01%
+43,086
896
$1.68M 0.01%
50,927
-82
897
$1.68M 0.01%
15,416
-15,854
898
$1.68M 0.01%
68,861
-1,489
899
$1.68M 0.01%
8,285
+543
900
$1.68M 0.01%
20,472
+481
34 35
36
37 38