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
151
$21.4M 0.14%
317,908
-8,146
152
$21.4M 0.14%
366,599
+44,055
153
$21.4M 0.14%
183,568
-21,239
154
$21.3M 0.14%
426,240
+45,192
155
$21.3M 0.14%
98,969
+8,891
156
$21.2M 0.14%
740,307
-87,083
157
$21M 0.14%
82,571
-4,731
158
$20.9M 0.14%
1,454,464
-1,331,480
159
$20.8M 0.14%
414,884
+79,715
160
$20.6M 0.14%
566,423
+29,355
161
$20.6M 0.14%
951,491
+110,455
162
$20.6M 0.14%
854,056
-38,544
163
$20.4M 0.14%
557,421
+35,398
164
$19.9M 0.13%
544,562
-15,932
165
$19.7M 0.13%
192,290
+28,400
166
$19.5M 0.13%
1,057,644
+2,496
167
$19M 0.13%
616,038
+11,630
168
$18.8M 0.13%
1,037,510
+65,182
169
$18.7M 0.13%
222,797
+66,554
170
$18.7M 0.13%
322,099
+2,295
171
$18.4M 0.12%
340,162
+16,073
172
$18.3M 0.12%
394,867
+47,767
173
$18.2M 0.12%
164,639
+57,281
174
$18.2M 0.12%
556,252
+26,453
175
$18.1M 0.12%
100,487
+38,890
5 6
7
8 9