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
1101
$1.16M 0.01%
7,895
+315
1102
$1.16M 0.01%
18,922
+1,682
1103
$1.16M 0.01%
65,028
-963
1104
$1.16M 0.01%
49,245
+10,073
1105
$1.15M 0.01%
27,132
+4,254
1106
$1.15M 0.01%
13,704
+1,804
1107
$1.15M 0.01%
1,866
+1,288
1108
$1.14M 0.01%
7,037
-610
1109
$1.14M 0.01%
12,466
+720
1110
$1.14M 0.01%
45,830
-2,153
1111
$1.14M 0.01%
6,316
-265
1112
$1.14M 0.01%
+91,295
1113
$1.13M 0.01%
14,519
-3,195
1114
$1.13M 0.01%
33,012
+2,747
1115
$1.13M 0.01%
59,345
-1,764
1116
$1.13M 0.01%
19,292
+3,317
1117
$1.13M 0.01%
37,396
-2,779
1118
$1.13M 0.01%
35,154
+7,854
1119
$1.13M 0.01%
36,278
-2,718
1120
$1.12M 0.01%
10,346
+2,766
1121
$1.12M 0.01%
74,084
+12,584
1122
$1.11M 0.01%
22,269
-71,911
1123
$1.11M 0.01%
107,891
+17,966
1124
$1.11M 0.01%
9,684
-280
1125
$1.11M 0.01%
58,010
-2,364
43 44
45
46 47