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
176
$18.1M 0.12%
468,080
+41,584
177
$18M 0.12%
371,172
-41,540
178
$17.9M 0.12%
212,843
+25,104
179
$17.8M 0.12%
354,315
-2,569
180
$17.5M 0.12%
273,103
+71,809
181
$17.5M 0.12%
118,891
+17,550
182
$17.4M 0.12%
128,610
-8,712
183
$17.4M 0.12%
196,483
+33,390
184
$17.1M 0.12%
241,940
+14,231
185
$16.9M 0.11%
188,221
-28,823
186
$16.8M 0.11%
174,108
+1,656
187
$16.7M 0.11%
316,168
-35,535
188
$16.6M 0.11%
37,610
+2,057
189
$16.6M 0.11%
318,037
+87,333
190
$16.5M 0.11%
210,639
+27,295
191
$16.4M 0.11%
319,095
+72,451
192
$16.3M 0.11%
147,443
+9,633
193
$16.2M 0.11%
356,305
-9,608
194
$16.2M 0.11%
279,662
+255,820
195
$16.1M 0.11%
268,948
-107,432
196
$15.9M 0.11%
73,823
+2,867
197
$15.9M 0.11%
46,846
+12,008
198
$15.8M 0.11%
125,526
+18,332
199
$15.7M 0.11%
144,312
+28,255
200
$15.7M 0.11%
105,756
+5,314
6 7
8
9 10