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
126
$25.3M 0.17%
422,600
+297,040
127
$25.2M 0.17%
233,095
-1,259
128
$24.9M 0.17%
609,838
-19,960
129
$24.7M 0.17%
300,980
+39,134
130
$24.7M 0.17%
397,398
-410,353
131
$24.4M 0.16%
147,046
+21,789
132
$24.3M 0.16%
87,391
-8,346
133
$24.1M 0.16%
204,398
+52,186
134
$24M 0.16%
487,486
-17,818
135
$24M 0.16%
231,078
-46,327
136
$23.8M 0.16%
540,024
+179,513
137
$23.6M 0.16%
176,422
-2,236
138
$23.5M 0.16%
254,675
+7,963
139
$23.5M 0.16%
338,152
+4,480
140
$23.1M 0.16%
138,805
+5,523
141
$23M 0.16%
369,950
+54,710
142
$22.9M 0.15%
153,350
+9,077
143
$22.6M 0.15%
214,287
-35,191
144
$22M 0.15%
269,959
+60,480
145
$22M 0.15%
443,583
-45,546
146
$22M 0.15%
435,241
-20,440
147
$21.8M 0.15%
496,854
-5,580
148
$21.7M 0.15%
365,515
+50,865
149
$21.5M 0.14%
130,495
+15,214
150
$21.5M 0.14%
185,219
+18,181
4 5
6
7 8