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
901
$1.67M 0.01%
50,153
-4,581
902
$1.67M 0.01%
13,299
-22,259
903
$1.67M 0.01%
25,542
-1,559
904
$1.67M 0.01%
22,816
+1,208
905
$1.66M 0.01%
61,789
-114,129
906
$1.66M 0.01%
28,593
-3,923
907
$1.65M 0.01%
5,476
-880
908
$1.64M 0.01%
38,722
+3,275
909
$1.64M 0.01%
46,242
+3,003
910
$1.63M 0.01%
9,320
-1,923
911
$1.62M 0.01%
8,593
+530
912
$1.61M 0.01%
31,770
+1,790
913
$1.61M 0.01%
9,094
+172
914
$1.61M 0.01%
12,004
-20
915
$1.61M 0.01%
52,395
+45
916
$1.61M 0.01%
83,554
+24,598
917
$1.61M 0.01%
+1,009
918
$1.6M 0.01%
4,795
+1,017
919
$1.6M 0.01%
5,825
+162
920
$1.6M 0.01%
12,093
+1,286
921
$1.59M 0.01%
47,034
-40,985
922
$1.59M 0.01%
33,133
+135
923
$1.59M 0.01%
12,743
-645
924
$1.59M 0.01%
44,141
-60,233
925
$1.58M 0.01%
17,428
+2,514
35 36
37
38 39