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
2051
$257K ﹤0.01%
4,462
+737
2052
$256K ﹤0.01%
+2,019
2053
$256K ﹤0.01%
10,423
+305
2054
$255K ﹤0.01%
+9,953
2055
$255K ﹤0.01%
52,024
2056
$255K ﹤0.01%
47,960
-245
2057
$255K ﹤0.01%
10,990
2058
$254K ﹤0.01%
20,089
-42
2059
$254K ﹤0.01%
1,697
-840
2060
$254K ﹤0.01%
33,172
-818
2061
$254K ﹤0.01%
11,557
-5,025
2062
$253K ﹤0.01%
+9,843
2063
$253K ﹤0.01%
13,615
-8,486
2064
$252K ﹤0.01%
+7,200
2065
$252K ﹤0.01%
15,294
+13
2066
$252K ﹤0.01%
31,520
-89
2067
$251K ﹤0.01%
11,702
+266
2068
$251K ﹤0.01%
8,445
-37,902
2069
$251K ﹤0.01%
+12,103
2070
$251K ﹤0.01%
29,427
+848
2071
$251K ﹤0.01%
2,402
-1,091
2072
$251K ﹤0.01%
2,166
-179
2073
$251K ﹤0.01%
+5,062
2074
$250K ﹤0.01%
10,405
-3,221
2075
$250K ﹤0.01%
+3,104
81 82
83
84 85