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
951
$1.52M 0.01%
45,823
+1,502
952
$1.52M 0.01%
44,854
+9,396
953
$1.52M 0.01%
26,099
+4,798
954
$1.52M 0.01%
64,410
-16,960
955
$1.51M 0.01%
103,006
+4,442
956
$1.51M 0.01%
6,902
+1,172
957
$1.51M 0.01%
58,478
+717
958
$1.5M 0.01%
5,484
+2,508
959
$1.5M 0.01%
33,611
+1,251
960
$1.5M 0.01%
35,005
-380
961
$1.5M 0.01%
109,696
-116,026
962
$1.5M 0.01%
54,393
-11,718
963
$1.49M 0.01%
33,152
-2,598
964
$1.48M 0.01%
17,615
+2,789
965
$1.48M 0.01%
48,011
-2,347
966
$1.47M 0.01%
69,385
+7,664
967
$1.47M 0.01%
33,095
+23,812
968
$1.47M 0.01%
28,146
+8,480
969
$1.47M 0.01%
85,357
-523
970
$1.47M 0.01%
58,948
-1,835
971
$1.46M 0.01%
13,300
-29
972
$1.46M 0.01%
29,652
-71,522
973
$1.46M 0.01%
14,478
-9,943
974
$1.46M 0.01%
56,302
-5,497
975
$1.46M 0.01%
19,621
+231
37 38
39
40 41