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
1476
$613K ﹤0.01%
17,580
-1,107
1477
$613K ﹤0.01%
44,080
+6,720
1478
$612K ﹤0.01%
16,605
-702
1479
$612K ﹤0.01%
72,057
-10,113
1480
$611K ﹤0.01%
44,338
+2,605
1481
$610K ﹤0.01%
20,864
+2,675
1482
$610K ﹤0.01%
70,135
+2,041
1483
$609K ﹤0.01%
73,336
-4,102
1484
$607K ﹤0.01%
24,929
+2,056
1485
$606K ﹤0.01%
+1,944
1486
$605K ﹤0.01%
84,127
-23,468
1487
$604K ﹤0.01%
236,848
+26,808
1488
$601K ﹤0.01%
+41,679
1489
$601K ﹤0.01%
55,048
-13,223
1490
$599K ﹤0.01%
27,529
+2,766
1491
$599K ﹤0.01%
33,851
+41
1492
$598K ﹤0.01%
+16,300
1493
$597K ﹤0.01%
23,441
+1,118
1494
$596K ﹤0.01%
24,695
1495
$596K ﹤0.01%
19,485
-8,625
1496
$596K ﹤0.01%
146
-12
1497
$596K ﹤0.01%
26,021
-516
1498
$593K ﹤0.01%
20,826
+11,326
1499
$593K ﹤0.01%
22,744
+9,390
1500
$593K ﹤0.01%
11,798
-34,488
58 59
60
61 62