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
1876
$330K ﹤0.01%
16,279
+1,239
1877
$329K ﹤0.01%
14,962
-445
1878
$329K ﹤0.01%
14,064
+2,420
1879
$328K ﹤0.01%
11,934
-922
1880
$328K ﹤0.01%
20,404
-557
1881
$328K ﹤0.01%
6,043
-160
1882
$326K ﹤0.01%
3,868
-332
1883
$326K ﹤0.01%
10,980
-14,607
1884
$326K ﹤0.01%
16,086
+351
1885
$323K ﹤0.01%
21,981
+651
1886
$322K ﹤0.01%
6,271
-926
1887
$321K ﹤0.01%
24,468
-676
1888
$321K ﹤0.01%
35,215
+4,585
1889
$320K ﹤0.01%
5,712
-12,440
1890
$319K ﹤0.01%
24,896
-1,412
1891
$319K ﹤0.01%
+933
1892
$318K ﹤0.01%
26,175
-2,773
1893
$318K ﹤0.01%
+5,658
1894
$317K ﹤0.01%
43,065
+32,794
1895
$317K ﹤0.01%
20,319
-1,838
1896
$317K ﹤0.01%
16,741
+1,862
1897
$317K ﹤0.01%
14,810
-189,826
1898
$316K ﹤0.01%
4,157
-74
1899
$316K ﹤0.01%
4,240
+260
1900
$315K ﹤0.01%
5,066
-220
74 75
76
77 78