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
1126
$1.1M 0.01%
24,918
+3,906
1127
$1.1M 0.01%
74,113
-2,500
1128
$1.1M 0.01%
115,123
-2,845
1129
$1.1M 0.01%
3,553
-15
1130
$1.1M 0.01%
2,292
-137
1131
$1.1M 0.01%
22,030
+321
1132
$1.1M 0.01%
14,111
+111
1133
$1.1M 0.01%
62,450
+1,027
1134
$1.1M 0.01%
18,021
-2,386
1135
$1.1M 0.01%
9,104
+611
1136
$1.09M 0.01%
28,652
+2,203
1137
$1.09M 0.01%
35,031
-756
1138
$1.09M 0.01%
3,974
+408
1139
$1.09M 0.01%
10,483
-263
1140
$1.09M 0.01%
14,034
-570
1141
$1.09M 0.01%
39,278
-16,291
1142
$1.09M 0.01%
1,559
+764
1143
$1.09M 0.01%
+36,118
1144
$1.08M 0.01%
5,258
+1,057
1145
$1.08M 0.01%
8,684
+238
1146
$1.08M 0.01%
89,817
+369
1147
$1.08M 0.01%
3,091
-490
1148
$1.07M 0.01%
23,157
+759
1149
$1.07M 0.01%
22,047
-59
1150
$1.07M 0.01%
56,925
-32,770
44 45
46
47 48