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
1351
$751K 0.01%
50,426
+486
1352
$749K 0.01%
78,254
-1,538
1353
$749K 0.01%
+19,562
1354
$748K 0.01%
7,658
-492
1355
$747K 0.01%
30,462
-4,002
1356
$747K 0.01%
61,965
+1,705
1357
$743K 0.01%
6,545
+2,069
1358
$742K 0.01%
27,336
+11,970
1359
$741K 0.01%
54,329
+601
1360
$740K 0.01%
33,695
-6,717
1361
$738K 0.01%
28,666
+8,405
1362
$737K 0.01%
22,506
+251
1363
$736K 0.01%
25,178
+12,127
1364
$735K 0.01%
24,511
+2,408
1365
$734K 0.01%
119,176
-392
1366
$732K ﹤0.01%
22,543
+1,667
1367
$731K ﹤0.01%
22,103
+2,910
1368
$730K ﹤0.01%
+8,765
1369
$728K ﹤0.01%
20,790
+14,925
1370
$726K ﹤0.01%
16,617
+78
1371
$726K ﹤0.01%
8,960
-5,227
1372
$725K ﹤0.01%
3,125
-1,009
1373
$724K ﹤0.01%
16,707
+3,317
1374
$723K ﹤0.01%
4,201
-1,944
1375
$722K ﹤0.01%
+24,691
53 54
55
56 57