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
1376
$722K ﹤0.01%
27,415
+3,325
1377
$722K ﹤0.01%
10,683
+4,081
1378
$718K ﹤0.01%
25,462
-76
1379
$718K ﹤0.01%
7,348
+6
1380
$717K ﹤0.01%
33,375
+1,324
1381
$717K ﹤0.01%
57,550
-17,869
1382
$715K ﹤0.01%
154,191
+9,132
1383
$714K ﹤0.01%
24,795
-18,894
1384
$712K ﹤0.01%
27,148
-10
1385
$711K ﹤0.01%
23,303
+1,334
1386
$710K ﹤0.01%
29,283
+18,718
1387
$707K ﹤0.01%
2,430
+381
1388
$706K ﹤0.01%
22,230
-2,543
1389
$706K ﹤0.01%
21,879
+2,108
1390
$706K ﹤0.01%
+25,535
1391
$704K ﹤0.01%
28,331
-9,033
1392
$704K ﹤0.01%
25,366
+654
1393
$704K ﹤0.01%
55,714
-29,063
1394
$703K ﹤0.01%
27,000
1395
$700K ﹤0.01%
22,796
-3,726
1396
$699K ﹤0.01%
19,369
+4,375
1397
$698K ﹤0.01%
20,230
-851
1398
$698K ﹤0.01%
39,436
+2,853
1399
$698K ﹤0.01%
13,445
-1,437
1400
$697K ﹤0.01%
33,510
-309
54 55
56
57 58