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
1076
$1.21M 0.01%
6,658
+512
1077
$1.21M 0.01%
29,301
-852
1078
$1.21M 0.01%
9,114
+314
1079
$1.21M 0.01%
7,060
-1,064
1080
$1.21M 0.01%
47,555
+406
1081
$1.2M 0.01%
15,846
-2,023
1082
$1.2M 0.01%
27,346
+22,447
1083
$1.2M 0.01%
14,248
-692
1084
$1.19M 0.01%
18,460
-442
1085
$1.19M 0.01%
21,396
+3,476
1086
$1.19M 0.01%
10,768
+2,328
1087
$1.19M 0.01%
73,804
+1,674
1088
$1.19M 0.01%
18,380
+3,845
1089
$1.19M 0.01%
23,324
+105
1090
$1.19M 0.01%
42,921
-8,982
1091
$1.19M 0.01%
12,616
+5,618
1092
$1.18M 0.01%
39,933
+11,758
1093
$1.18M 0.01%
26,436
-8,397
1094
$1.18M 0.01%
10,308
+568
1095
$1.18M 0.01%
16,996
-66,942
1096
$1.18M 0.01%
3,293
+178
1097
$1.17M 0.01%
3,292
-1
1098
$1.17M 0.01%
89,754
+23,141
1099
$1.17M 0.01%
25,893
-8,617
1100
$1.17M 0.01%
31,277
-18,237
42 43
44
45 46