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
2126
$233K ﹤0.01%
2,563
-37
2127
$233K ﹤0.01%
6,925
+26
2128
$233K ﹤0.01%
15,573
-1,257
2129
$233K ﹤0.01%
6,753
-24
2130
$232K ﹤0.01%
25,081
+1,169
2131
$232K ﹤0.01%
+7,170
2132
$232K ﹤0.01%
11,237
-499
2133
$232K ﹤0.01%
+32,147
2134
$232K ﹤0.01%
12,978
+1,609
2135
$232K ﹤0.01%
16,160
2136
$231K ﹤0.01%
24,263
-2,788
2137
$231K ﹤0.01%
5,146
-194
2138
$231K ﹤0.01%
+6,931
2139
$230K ﹤0.01%
2,324
+276
2140
$230K ﹤0.01%
9,464
-29,635
2141
$230K ﹤0.01%
9,432
-294
2142
$230K ﹤0.01%
11,422
-5,167
2143
$230K ﹤0.01%
57,767
-6,075
2144
$230K ﹤0.01%
7,719
-43,642
2145
$229K ﹤0.01%
15,202
-2,716
2146
$228K ﹤0.01%
31,561
+5,357
2147
$228K ﹤0.01%
+2,947
2148
$228K ﹤0.01%
2,345
-150
2149
$228K ﹤0.01%
6,841
-250
2150
$227K ﹤0.01%
+4,297
84 85
86
87 88