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
101
$29.7M 0.2%
222,268
+6,622
102
$29.7M 0.2%
229,953
+83,549
103
$29.7M 0.2%
157,533
-125
104
$29.6M 0.2%
344,106
+2,269
105
$29.5M 0.2%
94,681
-32,683
106
$29.3M 0.2%
406,702
+50,178
107
$28.9M 0.2%
734,934
+10,450
108
$28.8M 0.19%
264,693
+15,576
109
$28.2M 0.19%
238,645
+25,969
110
$28.1M 0.19%
368,064
+21,319
111
$28M 0.19%
323,562
+15,746
112
$27.8M 0.19%
537,126
-249,420
113
$27.6M 0.19%
77,773
-6,228
114
$27.6M 0.19%
168,980
-21,222
115
$27.4M 0.19%
499,391
+144,016
116
$27.2M 0.18%
797,994
-35,864
117
$26.8M 0.18%
371,922
+4,500
118
$26.7M 0.18%
1,391,751
-114,462
119
$26.6M 0.18%
264,796
-1,506
120
$26.4M 0.18%
288,352
+43,714
121
$26M 0.18%
160,163
-4,595
122
$26M 0.18%
329,232
-30,847
123
$26M 0.18%
471,944
+147,809
124
$25.9M 0.17%
1,198,852
+1,128,047
125
$25.4M 0.17%
265,039
+17,971
3 4
5
6 7