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
2176
$216K ﹤0.01%
+8,516
2177
$216K ﹤0.01%
2,272
-109
2178
$216K ﹤0.01%
1,105
-252
2179
$216K ﹤0.01%
21,115
-2,268
2180
$215K ﹤0.01%
11,850
-1,742
2181
$215K ﹤0.01%
2,549
+136
2182
$215K ﹤0.01%
+10,002
2183
$215K ﹤0.01%
15,428
+2,750
2184
$215K ﹤0.01%
7,978
-850
2185
$215K ﹤0.01%
+1,988
2186
$214K ﹤0.01%
20,000
+3,704
2187
$214K ﹤0.01%
10,494
-266
2188
$213K ﹤0.01%
15,973
+120
2189
$213K ﹤0.01%
+61
2190
$213K ﹤0.01%
8,628
+393
2191
$213K ﹤0.01%
3,945
+1,748
2192
$213K ﹤0.01%
9,093
-9,351
2193
$213K ﹤0.01%
+8,077
2194
$212K ﹤0.01%
+2,986
2195
$212K ﹤0.01%
9,415
-14,693
2196
$211K ﹤0.01%
+3,991
2197
$211K ﹤0.01%
4,706
-1,413
2198
$210K ﹤0.01%
15,707
+17
2199
$210K ﹤0.01%
4,819
-146
2200
$209K ﹤0.01%
8,134
-655
86 87
88
89 90