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
2101
$240K ﹤0.01%
17,831
-1,683
2102
$240K ﹤0.01%
55,450
+9,000
2103
$240K ﹤0.01%
9,177
-1,812
2104
$240K ﹤0.01%
3,093
-1,224
2105
$240K ﹤0.01%
12,933
+545
2106
$239K ﹤0.01%
562
+4
2107
$238K ﹤0.01%
1,308
-30
2108
$238K ﹤0.01%
+9,372
2109
$238K ﹤0.01%
2,930
-957
2110
$237K ﹤0.01%
3,949
+193
2111
$237K ﹤0.01%
4,150
+4
2112
$237K ﹤0.01%
+13,706
2113
$236K ﹤0.01%
47,684
-2,417
2114
$236K ﹤0.01%
12,307
-2,099
2115
$236K ﹤0.01%
7,995
-510
2116
$235K ﹤0.01%
6,891
+3
2117
$235K ﹤0.01%
12,278
+150
2118
$235K ﹤0.01%
+7,533
2119
$234K ﹤0.01%
2,099
-375
2120
$234K ﹤0.01%
3,121
-4,622
2121
$234K ﹤0.01%
18,715
-2,163
2122
$234K ﹤0.01%
+11,839
2123
$233K ﹤0.01%
1,654
+82
2124
$233K ﹤0.01%
854
-14
2125
$233K ﹤0.01%
6,949
-5,945
83 84
85
86 87