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
1726
$412K ﹤0.01%
28,427
-9,025
1727
$412K ﹤0.01%
12,449
-6,000
1728
$410K ﹤0.01%
64,432
+1,780
1729
$410K ﹤0.01%
23,993
-333
1730
$409K ﹤0.01%
16,853
-1,805
1731
$409K ﹤0.01%
2,153
+31
1732
$409K ﹤0.01%
9,525
+1,925
1733
$408K ﹤0.01%
6,301
-781
1734
$408K ﹤0.01%
8,918
+200
1735
$407K ﹤0.01%
3,546
+184
1736
$407K ﹤0.01%
121,409
+11,085
1737
$407K ﹤0.01%
15,178
-1,516
1738
$407K ﹤0.01%
3,630
+826
1739
$405K ﹤0.01%
12,817
+33
1740
$404K ﹤0.01%
8,202
-924
1741
$404K ﹤0.01%
9,566
-543
1742
$404K ﹤0.01%
22,356
+2,379
1743
$403K ﹤0.01%
+7,498
1744
$402K ﹤0.01%
16,867
+4,477
1745
$401K ﹤0.01%
4,677
-242
1746
$399K ﹤0.01%
1,989
+59
1747
$398K ﹤0.01%
15,914
+2,115
1748
$398K ﹤0.01%
37,966
-23,992
1749
$396K ﹤0.01%
34,145
+908
1750
$396K ﹤0.01%
18,251
-271
68 69
70
71 72