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
1576
$522K ﹤0.01%
8,275
-3,134
1577
$521K ﹤0.01%
24,077
+9,391
1578
$518K ﹤0.01%
15,700
-2,785
1579
$516K ﹤0.01%
19,674
+841
1580
$514K ﹤0.01%
8,797
-6,046
1581
$514K ﹤0.01%
17,996
-301
1582
$513K ﹤0.01%
18,844
+901
1583
$513K ﹤0.01%
10,365
-58,314
1584
$513K ﹤0.01%
+19,515
1585
$512K ﹤0.01%
39,633
-17,160
1586
$512K ﹤0.01%
60,575
+49,462
1587
$510K ﹤0.01%
191,195
-11,732
1588
$507K ﹤0.01%
13,022
-2,838
1589
$504K ﹤0.01%
18,624
+4,408
1590
$504K ﹤0.01%
21,934
+122
1591
$502K ﹤0.01%
10,944
+2,958
1592
$502K ﹤0.01%
22,731
-12,499
1593
$501K ﹤0.01%
7,574
-422
1594
$501K ﹤0.01%
14,508
-4,800
1595
$499K ﹤0.01%
17,968
+2,480
1596
$499K ﹤0.01%
10,376
+1,703
1597
$499K ﹤0.01%
6,545
+1,169
1598
$499K ﹤0.01%
4,308
-89
1599
$497K ﹤0.01%
5,331
+530
1600
$497K ﹤0.01%
127,012
-15,863
62 63
64
65 66