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
1701
$428K ﹤0.01%
47,505
-46,431
1702
$428K ﹤0.01%
+13,122
1703
$427K ﹤0.01%
+8,069
1704
$426K ﹤0.01%
+13,870
1705
$426K ﹤0.01%
4,632
-105
1706
$425K ﹤0.01%
+30,000
1707
$424K ﹤0.01%
8,401
+457
1708
$424K ﹤0.01%
23,329
-295
1709
$424K ﹤0.01%
4,103
+385
1710
$424K ﹤0.01%
+18,157
1711
$424K ﹤0.01%
70,299
+2,989
1712
$423K ﹤0.01%
13,383
+554
1713
$421K ﹤0.01%
12,003
-26,949
1714
$421K ﹤0.01%
6,237
+236
1715
$421K ﹤0.01%
2,455
-1,378
1716
$421K ﹤0.01%
+3,738
1717
$420K ﹤0.01%
44,264
+4,292
1718
$419K ﹤0.01%
21,054
+7,956
1719
$419K ﹤0.01%
6,195
-216
1720
$418K ﹤0.01%
32,982
+4,495
1721
$418K ﹤0.01%
7,795
-17
1722
$417K ﹤0.01%
+6,773
1723
$417K ﹤0.01%
+5,371
1724
$415K ﹤0.01%
1,419
+141
1725
$413K ﹤0.01%
18,179
-1,244
67 68
69
70 71