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
1526
$570K ﹤0.01%
25,959
+1,221
1527
$568K ﹤0.01%
48,065
+30,603
1528
$568K ﹤0.01%
9,172
-93,556
1529
$567K ﹤0.01%
12,193
-73
1530
$566K ﹤0.01%
2,961
-79
1531
$565K ﹤0.01%
47,520
+8,486
1532
$565K ﹤0.01%
34,694
-787
1533
$558K ﹤0.01%
10,284
1534
$558K ﹤0.01%
19,524
-2,689
1535
$557K ﹤0.01%
70,106
-47,332
1536
$557K ﹤0.01%
+22,640
1537
$556K ﹤0.01%
37,013
+4,486
1538
$556K ﹤0.01%
+24,730
1539
$554K ﹤0.01%
50,710
-3,164
1540
$552K ﹤0.01%
35,219
+4,391
1541
$552K ﹤0.01%
11,189
-200
1542
$552K ﹤0.01%
48,688
-3,420
1543
$552K ﹤0.01%
4,396
-378
1544
$551K ﹤0.01%
10,374
-3,032
1545
$550K ﹤0.01%
18,276
+426
1546
$549K ﹤0.01%
32,939
+12,252
1547
$549K ﹤0.01%
24,489
+11,372
1548
$548K ﹤0.01%
4,515
+243
1549
$548K ﹤0.01%
9,781
+828
1550
$548K ﹤0.01%
97,928
-10,089
60 61
62
63 64