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
1626
$480K ﹤0.01%
21,245
-19,290
1627
$479K ﹤0.01%
30,634
+8,793
1628
$479K ﹤0.01%
+15,422
1629
$479K ﹤0.01%
12,402
-140
1630
$477K ﹤0.01%
18,228
-936
1631
$477K ﹤0.01%
42,465
-4,231
1632
$476K ﹤0.01%
33,890
-9,875
1633
$476K ﹤0.01%
35,205
+2,513
1634
$476K ﹤0.01%
15,606
+4,088
1635
$476K ﹤0.01%
9,005
+3,788
1636
$475K ﹤0.01%
5,006
+2
1637
$474K ﹤0.01%
19,765
+295
1638
$473K ﹤0.01%
38,723
+3,524
1639
$472K ﹤0.01%
66,298
+2,417
1640
$472K ﹤0.01%
7,823
-1,282
1641
$471K ﹤0.01%
7,447
+298
1642
$470K ﹤0.01%
17,868
+7,499
1643
$468K ﹤0.01%
43,000
+13,302
1644
$468K ﹤0.01%
4,335
-97
1645
$466K ﹤0.01%
9,258
-530
1646
$466K ﹤0.01%
3,099
+693
1647
$465K ﹤0.01%
6,998
+1,630
1648
$464K ﹤0.01%
11,921
+1,297
1649
$463K ﹤0.01%
1,431
+298
1650
$462K ﹤0.01%
10,577
+463
64 65
66
67 68