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
1676
$447K ﹤0.01%
6,461
+1,772
1677
$447K ﹤0.01%
+16,459
1678
$447K ﹤0.01%
44,267
+2,036
1679
$446K ﹤0.01%
20,505
+1,072
1680
$445K ﹤0.01%
2,746
-373
1681
$445K ﹤0.01%
10,017
-15,267
1682
$443K ﹤0.01%
14,433
+3,446
1683
$443K ﹤0.01%
10,492
+22
1684
$443K ﹤0.01%
26,986
+4,647
1685
$442K ﹤0.01%
31,980
-2,271
1686
$441K ﹤0.01%
51,899
-2,059
1687
$439K ﹤0.01%
10,118
+74
1688
$437K ﹤0.01%
11,027
+4,006
1689
$437K ﹤0.01%
19,621
+1,178
1690
$437K ﹤0.01%
38,682
-299
1691
$436K ﹤0.01%
9,497
-820
1692
$436K ﹤0.01%
3,102
+8
1693
$435K ﹤0.01%
8,388
+1,292
1694
$434K ﹤0.01%
+19,935
1695
$434K ﹤0.01%
13,191
+771
1696
$434K ﹤0.01%
23,128
-7,965
1697
$433K ﹤0.01%
13,774
-648
1698
$433K ﹤0.01%
4,175
-942
1699
$432K ﹤0.01%
420
-39
1700
$432K ﹤0.01%
15,653
+1,388
66 67
68
69 70