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
2001
$274K ﹤0.01%
10,130
+1,700
2002
$274K ﹤0.01%
5,433
+430
2003
$273K ﹤0.01%
8,007
+16
2004
$273K ﹤0.01%
4,647
-9
2005
$273K ﹤0.01%
6,723
+444
2006
$272K ﹤0.01%
+9,794
2007
$272K ﹤0.01%
11,772
+222
2008
$271K ﹤0.01%
3,087
-175
2009
$271K ﹤0.01%
54,500
+5,853
2010
$271K ﹤0.01%
12,899
+2,079
2011
$271K ﹤0.01%
1,116
+490
2012
$271K ﹤0.01%
63,246
-200
2013
$270K ﹤0.01%
28,681
+12,502
2014
$269K ﹤0.01%
50,163
+5,365
2015
$269K ﹤0.01%
+7,396
2016
$269K ﹤0.01%
40,560
+16,829
2017
$269K ﹤0.01%
2,469
-217
2018
$268K ﹤0.01%
4,574
2019
$268K ﹤0.01%
2,493
-41
2020
$268K ﹤0.01%
1,357
-81
2021
$268K ﹤0.01%
15,291
+1,685
2022
$268K ﹤0.01%
24,411
-1,619
2023
$268K ﹤0.01%
1,803
-79
2024
$267K ﹤0.01%
9,516
-5,091
2025
$267K ﹤0.01%
9,100
+648
79 80
81
82 83