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
1551
$547K ﹤0.01%
73,400
+24,981
1552
$546K ﹤0.01%
28,948
-17,428
1553
$545K ﹤0.01%
33,434
+3,076
1554
$543K ﹤0.01%
19,255
1555
$543K ﹤0.01%
12,983
-2,255
1556
$543K ﹤0.01%
21,926
-2,285
1557
$542K ﹤0.01%
+19,371
1558
$541K ﹤0.01%
22,008
+2,650
1559
$541K ﹤0.01%
15,768
+6,990
1560
$541K ﹤0.01%
50,227
-2,945
1561
$539K ﹤0.01%
7,115
-25,226
1562
$538K ﹤0.01%
11,180
-154
1563
$537K ﹤0.01%
14,661
+2,471
1564
$537K ﹤0.01%
48,563
+5,704
1565
$537K ﹤0.01%
551
+11
1566
$536K ﹤0.01%
30,600
-14,671
1567
$535K ﹤0.01%
12,133
-6,661
1568
$531K ﹤0.01%
6,994
-1,181
1569
$530K ﹤0.01%
9,843
+1,185
1570
$529K ﹤0.01%
26,835
-2,234
1571
$528K ﹤0.01%
17,754
-6,161
1572
$526K ﹤0.01%
6,478
+318
1573
$526K ﹤0.01%
19,747
-979
1574
$525K ﹤0.01%
71,854
+9,592
1575
$525K ﹤0.01%
+2,090
61 62
63
64 65