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
976
$1.45M 0.01%
3,680
+217
977
$1.45M 0.01%
15,970
+5,080
978
$1.45M 0.01%
55,307
+32,078
979
$1.44M 0.01%
26,386
+7,091
980
$1.44M 0.01%
28,629
-4,235
981
$1.43M 0.01%
17,224
-3,494
982
$1.43M 0.01%
54,457
+16,525
983
$1.43M 0.01%
210,380
+4,289
984
$1.42M 0.01%
301,453
-2,250
985
$1.42M 0.01%
26,546
+1,637
986
$1.42M 0.01%
15,236
+363
987
$1.42M 0.01%
15,915
+1,776
988
$1.41M 0.01%
93,253
-881
989
$1.41M 0.01%
72,828
-31,163
990
$1.41M 0.01%
16,862
-66
991
$1.41M 0.01%
21,262
+3,385
992
$1.41M 0.01%
45,745
-550
993
$1.4M 0.01%
24,249
-4,277
994
$1.39M 0.01%
103,799
+45,184
995
$1.39M 0.01%
5,900
+852
996
$1.38M 0.01%
5,430
+3,547
997
$1.38M 0.01%
83,720
+8,262
998
$1.38M 0.01%
10,578
-23,984
999
$1.38M 0.01%
50,959
-1,259
1000
$1.37M 0.01%
28,401
-2,431
38 39
40
41 42