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
926
$1.57M 0.01%
14,740
-5,678
927
$1.57M 0.01%
20,590
+10,275
928
$1.57M 0.01%
8,033
+3,994
929
$1.57M 0.01%
+29,015
930
$1.56M 0.01%
8,080
+612
931
$1.56M 0.01%
22,205
-322
932
$1.56M 0.01%
212,913
+18,790
933
$1.56M 0.01%
37,549
+18,138
934
$1.56M 0.01%
27,454
-4,460
935
$1.55M 0.01%
63,007
+52,135
936
$1.55M 0.01%
133,056
-1,337
937
$1.55M 0.01%
47,382
-60,560
938
$1.55M 0.01%
61,581
-47,434
939
$1.54M 0.01%
11,066
+1,280
940
$1.54M 0.01%
134,327
+9,205
941
$1.54M 0.01%
4,008
+1,691
942
$1.53M 0.01%
44,171
+848
943
$1.53M 0.01%
255,168
-42,425
944
$1.53M 0.01%
8,275
+95
945
$1.53M 0.01%
3,698
-535
946
$1.53M 0.01%
8,449
+1,037
947
$1.53M 0.01%
12,701
-2,921
948
$1.52M 0.01%
44,604
-4,314
949
$1.52M 0.01%
29,734
+2,902
950
$1.52M 0.01%
54,732
+5,832
36 37
38
39 40