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
1301
$817K 0.01%
15,428
+31
1302
$816K 0.01%
15,246
-1,754
1303
$815K 0.01%
+9,865
1304
$809K 0.01%
7,267
+512
1305
$809K 0.01%
1,296
-15
1306
$809K 0.01%
27,079
-79,008
1307
$808K 0.01%
9,766
-422
1308
$807K 0.01%
20,614
+3,785
1309
$804K 0.01%
20,636
+4,892
1310
$804K 0.01%
29,661
+9,241
1311
$803K 0.01%
125,025
+6,533
1312
$803K 0.01%
39,880
+8,783
1313
$801K 0.01%
4,588
+1,619
1314
$801K 0.01%
20,209
+8,283
1315
$799K 0.01%
14,223
-1,978
1316
$798K 0.01%
+43,442
1317
$796K 0.01%
27,339
-544
1318
$796K 0.01%
11,373
-25
1319
$794K 0.01%
9,698
-2,258
1320
$794K 0.01%
7,134
+449
1321
$792K 0.01%
2,071
+90
1322
$792K 0.01%
8,112
+803
1323
$787K 0.01%
30,656
-31,931
1324
$785K 0.01%
74,688
-23,656
1325
$783K 0.01%
46,517
+31,190
51 52
53
54 55