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
1951
$292K ﹤0.01%
2,857
-278,764
1952
$291K ﹤0.01%
3,210
-594
1953
$291K ﹤0.01%
5,340
-315
1954
$291K ﹤0.01%
13,722
+3,467
1955
$291K ﹤0.01%
19,823
+4,661
1956
$290K ﹤0.01%
13,213
+1,235
1957
$290K ﹤0.01%
24,352
-688
1958
$289K ﹤0.01%
39,622
+26,840
1959
$289K ﹤0.01%
8,510
+30
1960
$289K ﹤0.01%
2,733
-279
1961
$289K ﹤0.01%
+1,799
1962
$289K ﹤0.01%
1,275
+29
1963
$289K ﹤0.01%
24,628
+164
1964
$288K ﹤0.01%
+6,288
1965
$288K ﹤0.01%
13,445
1966
$288K ﹤0.01%
3,924
-550
1967
$288K ﹤0.01%
49,650
-9,622
1968
$287K ﹤0.01%
+1,680
1969
$287K ﹤0.01%
15,064
+291
1970
$287K ﹤0.01%
7,772
+373
1971
$287K ﹤0.01%
+3,193
1972
$286K ﹤0.01%
7,103
+1
1973
$285K ﹤0.01%
9,072
+889
1974
$285K ﹤0.01%
12,085
-13,078
1975
$284K ﹤0.01%
+6,399
77 78
79
80 81