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
2251
$193K ﹤0.01%
+13,912
2252
$192K ﹤0.01%
32,289
-57,207
2253
$192K ﹤0.01%
25,587
-5,028
2254
$192K ﹤0.01%
10,899
-447
2255
$192K ﹤0.01%
14,383
+2,047
2256
$191K ﹤0.01%
15,576
-903
2257
$191K ﹤0.01%
13,713
-2,887
2258
$190K ﹤0.01%
+17,488
2259
$188K ﹤0.01%
15,183
+48
2260
$187K ﹤0.01%
14,600
-500
2261
$186K ﹤0.01%
12,513
-70
2262
$185K ﹤0.01%
20,357
-180
2263
$184K ﹤0.01%
78,494
+8,322
2264
$183K ﹤0.01%
2,332
-30
2265
$183K ﹤0.01%
10,250
2266
$183K ﹤0.01%
12,168
-294
2267
$183K ﹤0.01%
+14,752
2268
$182K ﹤0.01%
1,019
2269
$180K ﹤0.01%
29,504
+241
2270
$180K ﹤0.01%
23,163
+1,300
2271
$179K ﹤0.01%
18,912
-7,743
2272
$179K ﹤0.01%
18,537
+86
2273
$179K ﹤0.01%
13,236
-16,407
2274
$178K ﹤0.01%
22,482
+3,414
2275
$177K ﹤0.01%
1,679
-75
89 90
91
92 93