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
201
$15.6M 0.11%
324,935
+15,021
202
$15.4M 0.1%
241,155
+114,168
203
$15.3M 0.1%
1,040,145
+111,623
204
$15.3M 0.1%
259,579
+35,965
205
$15.2M 0.1%
72,707
+4,450
206
$15M 0.1%
254,990
+6,100
207
$14.8M 0.1%
160,476
+8,176
208
$14.7M 0.1%
93,117
+803
209
$14.6M 0.1%
927,226
-341,908
210
$14.5M 0.1%
565,020
+81,834
211
$14.5M 0.1%
248,170
-76,895
212
$14.5M 0.1%
127,741
+5,999
213
$14.3M 0.1%
484,134
-706,386
214
$14.1M 0.1%
150,739
-1,622
215
$13.9M 0.09%
175,972
-6,469
216
$13.7M 0.09%
132,293
-42,924
217
$13.7M 0.09%
69,489
+6,524
218
$13.6M 0.09%
228,019
-85,606
219
$13.6M 0.09%
313,120
-78,930
220
$13.4M 0.09%
232,235
+13,840
221
$13M 0.09%
161,659
-41,308
222
$13M 0.09%
128,079
+18,366
223
$12.9M 0.09%
417,968
+2,220
224
$12.8M 0.09%
27,285
+942
225
$12.8M 0.09%
161,146
+1,414
7 8
9
10 11