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
1601
$497K ﹤0.01%
4,165
-998
1602
$496K ﹤0.01%
17,856
-4,590
1603
$496K ﹤0.01%
+28,565
1604
$494K ﹤0.01%
16,309
-1,498
1605
$494K ﹤0.01%
13,936
+928
1606
$494K ﹤0.01%
10,084
-33
1607
$493K ﹤0.01%
3,906
-946
1608
$493K ﹤0.01%
12,564
-552
1609
$492K ﹤0.01%
13,160
+172
1610
$492K ﹤0.01%
+11,547
1611
$491K ﹤0.01%
+3,534
1612
$491K ﹤0.01%
21,252
-4,528
1613
$488K ﹤0.01%
14,260
+2,332
1614
$488K ﹤0.01%
57,831
-37,946
1615
$488K ﹤0.01%
54,190
-118,702
1616
$488K ﹤0.01%
+13,355
1617
$487K ﹤0.01%
19,643
-5,122
1618
$485K ﹤0.01%
11,914
+3,478
1619
$484K ﹤0.01%
8,445
+1,094
1620
$484K ﹤0.01%
6,394
+884
1621
$484K ﹤0.01%
12,620
-84
1622
$483K ﹤0.01%
6,997
-999
1623
$481K ﹤0.01%
10,350
+1,343
1624
$481K ﹤0.01%
+17,979
1625
$480K ﹤0.01%
28,730
-291
63 64
65
66 67