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
1826
$351K ﹤0.01%
2,197
-88
1827
$351K ﹤0.01%
4,093
+15
1828
$351K ﹤0.01%
12,925
-2,718
1829
$351K ﹤0.01%
35,721
-2,686
1830
$350K ﹤0.01%
+12,612
1831
$350K ﹤0.01%
7,866
-8,464
1832
$350K ﹤0.01%
32,640
+6,200
1833
$349K ﹤0.01%
4,235
-58
1834
$348K ﹤0.01%
+6,767
1835
$347K ﹤0.01%
18,445
-8,190
1836
$347K ﹤0.01%
12,802
-20,040
1837
$346K ﹤0.01%
14,286
-271
1838
$345K ﹤0.01%
43,631
+2,143
1839
$345K ﹤0.01%
27,802
+454
1840
$344K ﹤0.01%
8,969
-577
1841
$344K ﹤0.01%
40,746
-468
1842
$344K ﹤0.01%
4,111
-6,902
1843
$344K ﹤0.01%
6,472
-94
1844
$344K ﹤0.01%
130,429
+42,210
1845
$344K ﹤0.01%
9,857
+1,359
1846
$343K ﹤0.01%
17,810
-21,868
1847
$343K ﹤0.01%
+10,512
1848
$342K ﹤0.01%
55,081
-58,760
1849
$342K ﹤0.01%
13,932
+129
1850
$341K ﹤0.01%
15,144
-13,085
72 73
74
75 76