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
1176
$1.03M 0.01%
15,398
-15
1177
$1.03M 0.01%
+108,344
1178
$1.03M 0.01%
43,965
+28,365
1179
$1.02M 0.01%
31,371
-101,097
1180
$1.02M 0.01%
+40,008
1181
$1.02M 0.01%
57,936
+15,810
1182
$1.01M 0.01%
21,592
+1,225
1183
$1.01M 0.01%
27,988
-1,269
1184
$1.01M 0.01%
14,060
-2,914
1185
$1.01M 0.01%
6,110
-17,784
1186
$1.01M 0.01%
42,895
+2,450
1187
$1.01M 0.01%
29,374
+5,382
1188
$1M 0.01%
4,475
+782
1189
$1M 0.01%
53,149
-5,915
1190
$997K 0.01%
50,140
-27,242
1191
$997K 0.01%
40,442
+268
1192
$994K 0.01%
+96,383
1193
$990K 0.01%
36,256
+14,530
1194
$989K 0.01%
73,689
+15,989
1195
$988K 0.01%
41,006
+3,479
1196
$982K 0.01%
18,714
+5,800
1197
$981K 0.01%
10,820
+1,495
1198
$980K 0.01%
12,991
+425
1199
$979K 0.01%
21,652
+114
1200
$976K 0.01%
40,037
+725
46 47
48
49 50