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
2026
$266K ﹤0.01%
3,334
+43
2027
$266K ﹤0.01%
10,606
-45,320
2028
$266K ﹤0.01%
12,173
+2,016
2029
$266K ﹤0.01%
+26,825
2030
$265K ﹤0.01%
8,346
+634
2031
$264K ﹤0.01%
+381
2032
$264K ﹤0.01%
+2,551
2033
$263K ﹤0.01%
1,215
-7
2034
$263K ﹤0.01%
1,696
2035
$263K ﹤0.01%
19,972
+1,189
2036
$262K ﹤0.01%
+9,779
2037
$262K ﹤0.01%
9,635
+1,566
2038
$261K ﹤0.01%
+2,827
2039
$261K ﹤0.01%
32,150
+5,012
2040
$261K ﹤0.01%
5,335
-1,100
2041
$261K ﹤0.01%
8,505
-1,309
2042
$261K ﹤0.01%
74,582
+4,225
2043
$261K ﹤0.01%
3,245
-667
2044
$261K ﹤0.01%
10,485
2045
$259K ﹤0.01%
75,837
+1,609
2046
$259K ﹤0.01%
19,962
+565
2047
$258K ﹤0.01%
3,956
-731
2048
$258K ﹤0.01%
7,540
+55
2049
$258K ﹤0.01%
+8,529
2050
$257K ﹤0.01%
+4,320
80 81
82
83 84