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
2301
$160K ﹤0.01%
16,860
-840
2302
$160K ﹤0.01%
19,382
2303
$159K ﹤0.01%
12,964
-1,995
2304
$158K ﹤0.01%
13,760
-1,090
2305
$157K ﹤0.01%
16,629
-5,546
2306
$156K ﹤0.01%
12,800
-303
2307
$156K ﹤0.01%
28,425
-2,950
2308
$156K ﹤0.01%
10,318
-1,914
2309
$155K ﹤0.01%
3,331
-788
2310
$154K ﹤0.01%
12,134
+890
2311
$153K ﹤0.01%
20,984
+399
2312
$152K ﹤0.01%
21,899
-7,846
2313
$151K ﹤0.01%
16,146
+177
2314
$150K ﹤0.01%
37,283
-166
2315
$148K ﹤0.01%
15,155
+1,971
2316
$148K ﹤0.01%
30,144
-64,974
2317
$146K ﹤0.01%
19,289
-4,545
2318
$146K ﹤0.01%
+11,923
2319
$146K ﹤0.01%
17,352
+29
2320
$146K ﹤0.01%
10,756
+129
2321
$144K ﹤0.01%
13,589
+60
2322
$144K ﹤0.01%
+35,983
2323
$144K ﹤0.01%
13,632
2324
$140K ﹤0.01%
18,500
-500
2325
$140K ﹤0.01%
12,787
+3
91 92
93
94 95