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
1226
$934K 0.01%
46,500
+335
1227
$933K 0.01%
17,672
-882
1228
$933K 0.01%
10,314
+4,382
1229
$931K 0.01%
15,765
-344
1230
$929K 0.01%
11,223
-719
1231
$928K 0.01%
135,009
+12,237
1232
$925K 0.01%
7,736
+181
1233
$925K 0.01%
11,057
+4,656
1234
$923K 0.01%
38,013
-1,398
1235
$923K 0.01%
14,245
+6,836
1236
$922K 0.01%
15,386
-5,710
1237
$921K 0.01%
9,020
-437
1238
$918K 0.01%
57,002
+6,744
1239
$917K 0.01%
11,757
+2,934
1240
$914K 0.01%
2,728
+969
1241
$912K 0.01%
19,702
+1,991
1242
$909K 0.01%
15,256
-23,378
1243
$908K 0.01%
76,104
+16,704
1244
$907K 0.01%
26,530
-5,482
1245
$906K 0.01%
45,332
+1,368
1246
$904K 0.01%
5,133
+104
1247
$903K 0.01%
56,573
+14,362
1248
$898K 0.01%
33,397
-10,664
1249
$896K 0.01%
14,720
+360
1250
$894K 0.01%
218,605
-27,878
48 49
50
51 52