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
1776
$383K ﹤0.01%
34,586
-162
1777
$380K ﹤0.01%
9,393
-104
1778
$380K ﹤0.01%
6,339
-3,524
1779
$380K ﹤0.01%
9,002
+434
1780
$378K ﹤0.01%
2,722
+249
1781
$377K ﹤0.01%
6,165
+1,534
1782
$376K ﹤0.01%
3,312
+331
1783
$375K ﹤0.01%
5,733
-9,962
1784
$375K ﹤0.01%
11,807
-141
1785
$374K ﹤0.01%
5,834
-14,007
1786
$374K ﹤0.01%
30,198
+1,030
1787
$371K ﹤0.01%
62,050
-14,875
1788
$371K ﹤0.01%
23,211
+52
1789
$370K ﹤0.01%
32,964
+67
1790
$369K ﹤0.01%
+9,325
1791
$369K ﹤0.01%
4,617
+545
1792
$368K ﹤0.01%
5,347
-609
1793
$368K ﹤0.01%
34,918
+20
1794
$367K ﹤0.01%
+39,724
1795
$367K ﹤0.01%
1,757
+37
1796
$366K ﹤0.01%
12,877
-31,511
1797
$366K ﹤0.01%
97,990
1798
$366K ﹤0.01%
8,559
+275
1799
$365K ﹤0.01%
7,042
+406
1800
$365K ﹤0.01%
39,638
-1,897
70 71
72
73 74