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
1451
$632K ﹤0.01%
10,540
+2,860
1452
$632K ﹤0.01%
21,768
+3,060
1453
$631K ﹤0.01%
73,703
-4,142
1454
$630K ﹤0.01%
19,809
+1,813
1455
$628K ﹤0.01%
56,261
1456
$627K ﹤0.01%
63,086
-224
1457
$627K ﹤0.01%
82,074
+10,658
1458
$626K ﹤0.01%
50,640
-521
1459
$625K ﹤0.01%
32,826
+515
1460
$623K ﹤0.01%
2,635
+1,021
1461
$622K ﹤0.01%
15,112
+2,118
1462
$621K ﹤0.01%
1,289
-5,059
1463
$620K ﹤0.01%
11,092
-205,770
1464
$620K ﹤0.01%
14,759
-1,857
1465
$620K ﹤0.01%
10,015
-221
1466
$619K ﹤0.01%
10,884
-4,334
1467
$619K ﹤0.01%
25,482
-12,896
1468
$619K ﹤0.01%
9,961
+2,055
1469
$618K ﹤0.01%
16,744
-175
1470
$618K ﹤0.01%
53,405
+2,875
1471
$615K ﹤0.01%
84,926
+9,100
1472
$614K ﹤0.01%
11,628
+803
1473
$614K ﹤0.01%
24,362
+218
1474
$614K ﹤0.01%
13,947
-1,377
1475
$614K ﹤0.01%
2,869
+139
57 58
59
60 61