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
2201
$209K ﹤0.01%
6,157
-1,428
2202
$209K ﹤0.01%
16,944
-21,902
2203
$209K ﹤0.01%
14,742
-6,054
2204
$209K ﹤0.01%
5,093
-575
2205
$208K ﹤0.01%
+5,105
2206
$208K ﹤0.01%
2,381
-212
2207
$208K ﹤0.01%
+4,175
2208
$208K ﹤0.01%
30,413
+11,018
2209
$207K ﹤0.01%
19,774
-1,543
2210
$207K ﹤0.01%
27,007
+4,034
2211
$207K ﹤0.01%
+11,335
2212
$206K ﹤0.01%
3,986
-387
2213
$206K ﹤0.01%
+5,373
2214
$206K ﹤0.01%
5,484
-305
2215
$206K ﹤0.01%
+6,142
2216
$206K ﹤0.01%
8,415
-2,991
2217
$206K ﹤0.01%
433
-392
2218
$206K ﹤0.01%
+7,930
2219
$206K ﹤0.01%
13,880
-2,470
2220
$205K ﹤0.01%
10,835
+426
2221
$205K ﹤0.01%
254,577
-26,657
2222
$205K ﹤0.01%
+8,993
2223
$204K ﹤0.01%
13,986
-304
2224
$204K ﹤0.01%
9,118
-1,241
2225
$204K ﹤0.01%
5,116
+10
87 88
89
90 91