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
1401
$695K ﹤0.01%
2,751
+50
1402
$692K ﹤0.01%
22,263
+7
1403
$689K ﹤0.01%
34,143
-15,138
1404
$689K ﹤0.01%
57,105
+677
1405
$688K ﹤0.01%
2,915
-1,174
1406
$685K ﹤0.01%
20,590
+610
1407
$684K ﹤0.01%
17,722
-691
1408
$683K ﹤0.01%
10,474
+225
1409
$683K ﹤0.01%
6,639
-216
1410
$682K ﹤0.01%
59,806
+31,583
1411
$681K ﹤0.01%
4,977
+200
1412
$681K ﹤0.01%
+28,584
1413
$678K ﹤0.01%
10,516
+4,485
1414
$675K ﹤0.01%
49,737
+323
1415
$674K ﹤0.01%
40,720
+7,570
1416
$673K ﹤0.01%
14,239
-1,052
1417
$673K ﹤0.01%
25,128
-2,716
1418
$673K ﹤0.01%
+16,721
1419
$672K ﹤0.01%
9,008
-10,380
1420
$672K ﹤0.01%
101,860
-560
1421
$672K ﹤0.01%
19,904
-2,428
1422
$670K ﹤0.01%
12,680
+220
1423
$669K ﹤0.01%
57,118
+12,696
1424
$666K ﹤0.01%
5,445
+245
1425
$665K ﹤0.01%
17,802
-3,828
55 56
57
58 59