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
1801
$364K ﹤0.01%
+16,329
1802
$364K ﹤0.01%
+1,607
1803
$364K ﹤0.01%
12,101
-12,501
1804
$364K ﹤0.01%
1,975
+359
1805
$363K ﹤0.01%
9,770
+5,385
1806
$362K ﹤0.01%
29,473
+3,381
1807
$362K ﹤0.01%
33,249
-79,032
1808
$361K ﹤0.01%
33,075
-1,245
1809
$360K ﹤0.01%
16,461
+1,343
1810
$359K ﹤0.01%
14,066
+1,510
1811
$358K ﹤0.01%
6,278
+608
1812
$358K ﹤0.01%
71,479
-4,647
1813
$358K ﹤0.01%
31,762
-1,902
1814
$357K ﹤0.01%
14,569
+515
1815
$357K ﹤0.01%
25,429
+6
1816
$357K ﹤0.01%
34,783
-28,762
1817
$357K ﹤0.01%
6,896
-15,601
1818
$357K ﹤0.01%
+4,733
1819
$357K ﹤0.01%
13,413
-4,997
1820
$356K ﹤0.01%
22,928
-4,368
1821
$356K ﹤0.01%
41,838
-6,623
1822
$355K ﹤0.01%
13,430
+589
1823
$353K ﹤0.01%
4,186
+511
1824
$352K ﹤0.01%
5,867
-86
1825
$352K ﹤0.01%
17,742
71 72
73
74 75