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
2076
$250K ﹤0.01%
2,990
-47
2077
$248K ﹤0.01%
24,535
-1,085
2078
$248K ﹤0.01%
9,439
-508
2079
$247K ﹤0.01%
10,044
-751
2080
$247K ﹤0.01%
21,317
-470
2081
$246K ﹤0.01%
+477
2082
$246K ﹤0.01%
28,540
-727
2083
$246K ﹤0.01%
4,457
-311
2084
$246K ﹤0.01%
7,272
+317
2085
$246K ﹤0.01%
+9,550
2086
$245K ﹤0.01%
8,757
+14
2087
$245K ﹤0.01%
22,098
+4,410
2088
$243K ﹤0.01%
11,601
+1,282
2089
$243K ﹤0.01%
3,219
+357
2090
$242K ﹤0.01%
4,671
-703
2091
$242K ﹤0.01%
2,792
+132
2092
$242K ﹤0.01%
13,903
-771
2093
$242K ﹤0.01%
7,133
2094
$242K ﹤0.01%
32,600
+16,100
2095
$242K ﹤0.01%
5,577
-2,743
2096
$241K ﹤0.01%
+13,403
2097
$241K ﹤0.01%
1,584
-604
2098
$241K ﹤0.01%
57,348
+669
2099
$241K ﹤0.01%
14,771
-3,543
2100
$241K ﹤0.01%
11,609
+27
82 83
84
85 86