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 4.19%
5 Communication Services 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$36M 0.24%
720,310
+1,410
77
$35.5M 0.24%
514,794
+85,048
78
$35.4M 0.24%
255,254
+14,567
79
$35.1M 0.24%
443,988
-864
80
$35M 0.24%
119,057
-6,871
81
$34.8M 0.24%
836,504
-14,774
82
$34.8M 0.23%
232,317
-1,224
83
$34M 0.23%
990,071
+88,452
84
$33.9M 0.23%
69,083
+4,023
85
$33.2M 0.22%
400,818
+76,020
86
$33.2M 0.22%
200,752
+9,903
87
$31.6M 0.21%
125,910
+15,644
88
$31.5M 0.21%
154,510
-5,951
89
$31.4M 0.21%
494,075
+32,468
90
$31.4M 0.21%
606,061
-44,243
91
$31.3M 0.21%
634,090
+111,034
92
$31.3M 0.21%
869,151
+154,751
93
$31.2M 0.21%
985,479
+114,063
94
$30.9M 0.21%
80,587
-7,461
95
$30.7M 0.21%
139,935
-838
96
$30.6M 0.21%
165,245
+7,209
97
$30.6M 0.21%
769,235
+167,499
98
$30.5M 0.21%
97,894
+879
99
$30.4M 0.21%
2,068,953
+77,504
100
$29.9M 0.2%
764,036
+128,511
2 3
4
5 6