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
2326
$140K ﹤0.01%
+15,325
2327
$139K ﹤0.01%
13,924
+500
2328
$138K ﹤0.01%
+27
2329
$138K ﹤0.01%
13,717
+752
2330
$137K ﹤0.01%
49,831
+18,143
2331
$137K ﹤0.01%
9,453
+5,121
2332
$136K ﹤0.01%
10,206
-1,264
2333
$135K ﹤0.01%
11,495
-44
2334
$135K ﹤0.01%
20,256
-8,468
2335
$134K ﹤0.01%
+351
2336
$134K ﹤0.01%
+12,752
2337
$133K ﹤0.01%
26,000
+1,000
2338
$132K ﹤0.01%
20,330
+654
2339
$132K ﹤0.01%
13,268
-1,113
2340
$131K ﹤0.01%
10,510
+113
2341
$131K ﹤0.01%
14,872
-5,100
2342
$131K ﹤0.01%
12,244
+750
2343
$130K ﹤0.01%
+12,751
2344
$130K ﹤0.01%
+11,747
2345
$130K ﹤0.01%
14,718
+186
2346
$129K ﹤0.01%
5,132
-11
2347
$128K ﹤0.01%
1,293
2348
$128K ﹤0.01%
18,810
-224
2349
$128K ﹤0.01%
2,337
-1,840
2350
$128K ﹤0.01%
16,251
+138
92 93
94
95 96