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
1901
$314K ﹤0.01%
7,656
-244
1902
$313K ﹤0.01%
10,988
+747
1903
$313K ﹤0.01%
10,750
-743
1904
$313K ﹤0.01%
+5,178
1905
$313K ﹤0.01%
11,666
-57
1906
$312K ﹤0.01%
8,722
+372
1907
$312K ﹤0.01%
+25,515
1908
$312K ﹤0.01%
8,414
-17,712
1909
$311K ﹤0.01%
3,744
-38
1910
$310K ﹤0.01%
56,090
+6,225
1911
$310K ﹤0.01%
15,248
-714
1912
$310K ﹤0.01%
7,490
-831
1913
$309K ﹤0.01%
37,267
+514
1914
$308K ﹤0.01%
7,069
-88
1915
$307K ﹤0.01%
15,066
-2,582
1916
$306K ﹤0.01%
11,615
-210
1917
$306K ﹤0.01%
6,602
-7,844
1918
$306K ﹤0.01%
4,368
-672
1919
$306K ﹤0.01%
3,516
+304
1920
$305K ﹤0.01%
1,480
-46
1921
$305K ﹤0.01%
+8,590
1922
$305K ﹤0.01%
21,295
+1,603
1923
$305K ﹤0.01%
75,419
-989
1924
$304K ﹤0.01%
4,060
-115
1925
$303K ﹤0.01%
68,420
+21,893
75 76
77
78 79