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
1426
$658K ﹤0.01%
26,162
+15,175
1427
$658K ﹤0.01%
15,692
+217
1428
$658K ﹤0.01%
14,529
-2,220
1429
$656K ﹤0.01%
31,762
+3,607
1430
$656K ﹤0.01%
104
+29
1431
$655K ﹤0.01%
11,826
+3,085
1432
$654K ﹤0.01%
25,247
+944
1433
$653K ﹤0.01%
739
+47
1434
$652K ﹤0.01%
18,996
-597
1435
$652K ﹤0.01%
58,506
+15,491
1436
$651K ﹤0.01%
24,057
+13,470
1437
$650K ﹤0.01%
108,755
-29,815
1438
$649K ﹤0.01%
13,348
-747
1439
$649K ﹤0.01%
22,356
-4,080
1440
$648K ﹤0.01%
19,516
+8,596
1441
$647K ﹤0.01%
3,418
-287
1442
$642K ﹤0.01%
+58,586
1443
$642K ﹤0.01%
12,434
+1,364
1444
$642K ﹤0.01%
42,746
+4
1445
$638K ﹤0.01%
22,674
-869
1446
$638K ﹤0.01%
14,396
-990
1447
$637K ﹤0.01%
71,196
-7,013
1448
$634K ﹤0.01%
15,145
+2,873
1449
$632K ﹤0.01%
363,310
+3,058
1450
$632K ﹤0.01%
22,776
+1,288
56 57
58
59 60