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
1851
$341K ﹤0.01%
4,563
1852
$341K ﹤0.01%
7,800
+1,992
1853
$340K ﹤0.01%
13,244
-791
1854
$340K ﹤0.01%
6,159
+370
1855
$339K ﹤0.01%
+18,971
1856
$339K ﹤0.01%
16,427
-8,422
1857
$339K ﹤0.01%
10,361
-2,644
1858
$338K ﹤0.01%
20,779
+2,815
1859
$338K ﹤0.01%
7,380
-43
1860
$336K ﹤0.01%
15,711
+4,044
1861
$335K ﹤0.01%
10,149
+40
1862
$334K ﹤0.01%
3,644
+225
1863
$334K ﹤0.01%
6,869
+1,088
1864
$333K ﹤0.01%
12,228
-1,001
1865
$333K ﹤0.01%
30,000
+6,146
1866
$333K ﹤0.01%
12,405
-672
1867
$333K ﹤0.01%
12,035
+3,040
1868
$333K ﹤0.01%
4,321
-7,796
1869
$333K ﹤0.01%
+639
1870
$331K ﹤0.01%
7,598
+1,528
1871
$330K ﹤0.01%
+13,978
1872
$330K ﹤0.01%
2,643
+475
1873
$330K ﹤0.01%
24,386
1874
$330K ﹤0.01%
22,389
+1,776
1875
$330K ﹤0.01%
14,110
-1,375
73 74
75
76 77