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
2226
$204K ﹤0.01%
+8,979
2227
$204K ﹤0.01%
14,388
+14
2228
$203K ﹤0.01%
156,393
-10,560
2229
$203K ﹤0.01%
+3,408
2230
$202K ﹤0.01%
+4,320
2231
$202K ﹤0.01%
2,958
-522
2232
$201K ﹤0.01%
11,583
-6,799
2233
$201K ﹤0.01%
+6,860
2234
$201K ﹤0.01%
+1,487
2235
$200K ﹤0.01%
+3,146
2236
$198K ﹤0.01%
15,215
-21,652
2237
$197K ﹤0.01%
16,491
+1,980
2238
$197K ﹤0.01%
791
+1
2239
$196K ﹤0.01%
+12,275
2240
$195K ﹤0.01%
54,996
+22,500
2241
$195K ﹤0.01%
12,524
+853
2242
$195K ﹤0.01%
10,417
-731
2243
$195K ﹤0.01%
+10,347
2244
$194K ﹤0.01%
39,545
+10,500
2245
$194K ﹤0.01%
+12,833
2246
$194K ﹤0.01%
14,630
-8,044
2247
$194K ﹤0.01%
+15,150
2248
$194K ﹤0.01%
14,428
+793
2249
$194K ﹤0.01%
+17,375
2250
$193K ﹤0.01%
17,882
+2,270
88 89
90
91 92