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 4.19%
5 Communication Services 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1151
$1.07M 0.01%
67,452
-855
1152
$1.07M 0.01%
12,436
+3,609
1153
$1.07M 0.01%
6,933
-649
1154
$1.06M 0.01%
79,360
-3,184
1155
$1.06M 0.01%
40,176
+9,454
1156
$1.06M 0.01%
19,745
+3,273
1157
$1.06M 0.01%
37,426
+17,066
1158
$1.06M 0.01%
13,954
-2,404
1159
$1.06M 0.01%
7,828
-54
1160
$1.06M 0.01%
34,843
-10,512
1161
$1.05M 0.01%
19,868
+303
1162
$1.05M 0.01%
40,045
+9,537
1163
$1.05M 0.01%
32,659
-11,558
1164
$1.05M 0.01%
7,627
-2,374
1165
$1.05M 0.01%
19,023
+997
1166
$1.04M 0.01%
965
+334
1167
$1.04M 0.01%
46,951
-2,742
1168
$1.04M 0.01%
697
+15
1169
$1.04M 0.01%
36,211
-560
1170
$1.03M 0.01%
16,566
-1,647
1171
$1.03M 0.01%
7,437
+2,956
1172
$1.03M 0.01%
57,744
+1,287
1173
$1.03M 0.01%
61,856
+17,750
1174
$1.03M 0.01%
20,067
+10,530
1175
$1.03M 0.01%
+51,687
45 46
47
48 49