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
1001
$1.37M 0.01%
74,698
+6,214
1002
$1.37M 0.01%
33,331
+1,351
1003
$1.37M 0.01%
48,269
+223
1004
$1.37M 0.01%
49,349
+15,480
1005
$1.37M 0.01%
27,390
+4,436
1006
$1.36M 0.01%
59,546
-734
1007
$1.36M 0.01%
73,805
+2,436
1008
$1.36M 0.01%
238,400
+12,196
1009
$1.36M 0.01%
368,278
+19,362
1010
$1.35M 0.01%
40,799
+4,392
1011
$1.35M 0.01%
27,139
+5,489
1012
$1.35M 0.01%
25,064
+8,764
1013
$1.35M 0.01%
12,254,080
1014
$1.35M 0.01%
10,395
-197
1015
$1.35M 0.01%
26,436
-5,182
1016
$1.35M 0.01%
48,602
+7,462
1017
$1.34M 0.01%
5,534
-2,647
1018
$1.34M 0.01%
48,070
+761
1019
$1.34M 0.01%
42,726
+14,680
1020
$1.34M 0.01%
53,282
-10,040
1021
$1.33M 0.01%
36,375
-31,851
1022
$1.33M 0.01%
13,324
+4,439
1023
$1.32M 0.01%
67,098
+17,295
1024
$1.32M 0.01%
68,229
+9,964
1025
$1.32M 0.01%
52,604
-2,418
39 40
41
42 43