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
1326
$782K 0.01%
83,423
+14,343
1327
$780K 0.01%
11,769
-1,074
1328
$778K 0.01%
28,191
+2,290
1329
$777K 0.01%
27,682
+11,067
1330
$776K 0.01%
28,577
+2,665
1331
$776K 0.01%
+19,615
1332
$775K 0.01%
68,494
-27,959
1333
$775K 0.01%
77,456
-23,950
1334
$775K 0.01%
30,954
-538
1335
$774K 0.01%
18,196
+1,035
1336
$773K 0.01%
6,196
-1,040
1337
$773K 0.01%
17,323
-198
1338
$765K 0.01%
76,992
-7,499
1339
$765K 0.01%
29,521
-2,271
1340
$764K 0.01%
22,772
-4,022
1341
$761K 0.01%
12,828
-2,091
1342
$760K 0.01%
16,977
+124
1343
$760K 0.01%
28,732
-653
1344
$759K 0.01%
24,219
+4,029
1345
$757K 0.01%
36,130
+3,747
1346
$757K 0.01%
65,650
-4,959
1347
$756K 0.01%
10,221
-379
1348
$755K 0.01%
19,080
+9,414
1349
$755K 0.01%
+7,435
1350
$752K 0.01%
2,209
-110
52 53
54
55 56