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
1926
$302K ﹤0.01%
7,537
-61,120
1927
$301K ﹤0.01%
25,066
+1,017
1928
$301K ﹤0.01%
5,549
+337
1929
$300K ﹤0.01%
25,011
+1,144
1930
$299K ﹤0.01%
+2,946
1931
$299K ﹤0.01%
+10,739
1932
$299K ﹤0.01%
24,849
+1,307
1933
$298K ﹤0.01%
24,783
+690
1934
$298K ﹤0.01%
21,764
+883
1935
$297K ﹤0.01%
29,368
-87
1936
$297K ﹤0.01%
11,171
-1,069
1937
$297K ﹤0.01%
2,375
-4,362
1938
$297K ﹤0.01%
12,906
-10,106
1939
$296K ﹤0.01%
16,000
1940
$296K ﹤0.01%
8,152
+1,632
1941
$295K ﹤0.01%
9,127
-344
1942
$295K ﹤0.01%
16,740
+539
1943
$295K ﹤0.01%
8,095
-825
1944
$294K ﹤0.01%
8,277
-88,869
1945
$294K ﹤0.01%
7,877
-894
1946
$294K ﹤0.01%
+12,284
1947
$293K ﹤0.01%
6,314
+49
1948
$293K ﹤0.01%
6,952
-3,556
1949
$293K ﹤0.01%
1,240
-461
1950
$292K ﹤0.01%
11,496
-426
76 77
78
79 80