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
1026
$1.32M 0.01%
10,291
+151
1027
$1.31M 0.01%
44,409
+15,990
1028
$1.31M 0.01%
46,174
+23,722
1029
$1.31M 0.01%
20,904
+2,312
1030
$1.31M 0.01%
14,676
-40,470
1031
$1.31M 0.01%
8,476
+3,165
1032
$1.3M 0.01%
38,196
-1,048
1033
$1.29M 0.01%
11,198
+800
1034
$1.29M 0.01%
92,910
+10,001
1035
$1.29M 0.01%
11,272
-35,316
1036
$1.29M 0.01%
4,452
+429
1037
$1.29M 0.01%
31,965
+825
1038
$1.28M 0.01%
59,066
-3,796
1039
$1.28M 0.01%
77,812
+36,977
1040
$1.28M 0.01%
99,232
+3,664
1041
$1.28M 0.01%
234,470
+39,103
1042
$1.28M 0.01%
9,917
+1,387
1043
$1.27M 0.01%
19,958
-4,277
1044
$1.27M 0.01%
147,153
+29,660
1045
$1.27M 0.01%
13,822
+28
1046
$1.27M 0.01%
49,242
-47,790
1047
$1.27M 0.01%
42,263
+16,582
1048
$1.27M 0.01%
3,435
+1,756
1049
$1.27M 0.01%
13,260
+1,199
1050
$1.26M 0.01%
37,381
-2,154
40 41
42
43 44