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
1251
$893K 0.01%
10,201
+149
1252
$893K 0.01%
32,571
+5,087
1253
$893K 0.01%
24,921
+5,616
1254
$890K 0.01%
10,436
-1,172
1255
$887K 0.01%
14,984
+3,343
1256
$882K 0.01%
3,461
+241
1257
$882K 0.01%
34,011
+24,844
1258
$879K 0.01%
61,788
+7,540
1259
$878K 0.01%
79,849
-9,485
1260
$877K 0.01%
29,782
+6,707
1261
$875K 0.01%
12,146
+668
1262
$873K 0.01%
30,990
+5,482
1263
$873K 0.01%
56,077
-16,785
1264
$873K 0.01%
18,883
+238
1265
$872K 0.01%
10,137
-909
1266
$869K 0.01%
34,547
+1,310
1267
$869K 0.01%
13,630
+5,546
1268
$868K 0.01%
113,302
+1,790
1269
$867K 0.01%
646
+121
1270
$854K 0.01%
27,283
-476
1271
$850K 0.01%
25,235
+9,470
1272
$849K 0.01%
50,385
+1,463
1273
$849K 0.01%
27,042
+339
1274
$847K 0.01%
44,185
+2,183
1275
$846K 0.01%
22,911
+1,141
49 50
51
52 53