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
2276
$177K ﹤0.01%
+11,220
2277
$177K ﹤0.01%
11,941
-1,896
2278
$176K ﹤0.01%
19,906
+228
2279
$174K ﹤0.01%
21,648
-1,972
2280
$173K ﹤0.01%
10,960
-580
2281
$173K ﹤0.01%
+13,386
2282
$172K ﹤0.01%
17,815
+505
2283
$172K ﹤0.01%
10,194
+2
2284
$172K ﹤0.01%
97
+68
2285
$169K ﹤0.01%
+1,728
2286
$169K ﹤0.01%
+17,141
2287
$169K ﹤0.01%
30,600
2288
$168K ﹤0.01%
70,560
-54,695
2289
$167K ﹤0.01%
13,616
2290
$166K ﹤0.01%
6,929
-29
2291
$166K ﹤0.01%
12,539
+464
2292
$166K ﹤0.01%
19,846
+3,830
2293
$165K ﹤0.01%
+16,811
2294
$165K ﹤0.01%
40,640
+25,500
2295
$164K ﹤0.01%
17,581
+3,214
2296
$163K ﹤0.01%
13,390
-192
2297
$161K ﹤0.01%
+11,548
2298
$161K ﹤0.01%
10,560
-1,096
2299
$161K ﹤0.01%
11,000
-1,500
2300
$161K ﹤0.01%
+11,650
90 91
92
93 94