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
1276
$846K 0.01%
15,028
+4,749
1277
$846K 0.01%
54,301
+7,571
1278
$845K 0.01%
34,085
+4,750
1279
$844K 0.01%
57,480
-47,154
1280
$842K 0.01%
100,205
+3,552
1281
$840K 0.01%
+41,756
1282
$837K 0.01%
142,574
+4,000
1283
$837K 0.01%
29,827
+1,650
1284
$837K 0.01%
107,960
+91,823
1285
$837K 0.01%
20,500
-113,236
1286
$834K 0.01%
+34,285
1287
$834K 0.01%
8,612
-1,838
1288
$830K 0.01%
53,660
+2,392
1289
$830K 0.01%
31,409
1290
$830K 0.01%
16,455
+825
1291
$823K 0.01%
13,870
-848
1292
$823K 0.01%
20,403
+690
1293
$822K 0.01%
31,464
-11,250
1294
$821K 0.01%
88,101
+6,297
1295
$820K 0.01%
30,345
+2,492
1296
$820K 0.01%
20,055
+408
1297
$820K 0.01%
60,741
+6,148
1298
$819K 0.01%
9,997
+6,439
1299
$818K 0.01%
10,349
-67,078
1300
$817K 0.01%
13,302
-645
50 51
52
53 54