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
1201
$973K 0.01%
4,201
-750
1202
$970K 0.01%
25,661
-1,204
1203
$967K 0.01%
5,725
+1,501
1204
$966K 0.01%
90,477
-20,445
1205
$966K 0.01%
24,355
-184
1206
$965K 0.01%
5,980
-213
1207
$964K 0.01%
4,140
-1,278
1208
$963K 0.01%
10,204
+458
1209
$961K 0.01%
65,337
-1,070
1210
$956K 0.01%
51,579
+19,616
1211
$956K 0.01%
93,749
-2,376
1212
$954K 0.01%
75,084
+36,729
1213
$953K 0.01%
36,772
+2,240
1214
$952K 0.01%
18,931
-5,018
1215
$951K 0.01%
32,001
+17,135
1216
$947K 0.01%
36,604
+3,769
1217
$946K 0.01%
23,943
+7,285
1218
$944K 0.01%
19,383
+3,582
1219
$944K 0.01%
17,666
-22
1220
$942K 0.01%
19,950
+368
1221
$941K 0.01%
24,045
+772
1222
$941K 0.01%
55,428
+15,274
1223
$941K 0.01%
8,414
+2,720
1224
$936K 0.01%
12,109
-913
1225
$936K 0.01%
7,723
+1,809
47 48
49
50 51