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
2351
$127K ﹤0.01%
17,958
-2,961
2352
$127K ﹤0.01%
43,953
-5,581
2353
$127K ﹤0.01%
14,814
-4,114
2354
$126K ﹤0.01%
35,897
-2,435
2355
$126K ﹤0.01%
13,710
-260
2356
$125K ﹤0.01%
+12,533
2357
$125K ﹤0.01%
24,224
+11,738
2358
$125K ﹤0.01%
11,332
-484
2359
$124K ﹤0.01%
2,625
+1,129
2360
$124K ﹤0.01%
35,985
-17,420
2361
$123K ﹤0.01%
2,704
-194
2362
$123K ﹤0.01%
40,892
-3,780
2363
$123K ﹤0.01%
+10,868
2364
$121K ﹤0.01%
10,462
+213
2365
$120K ﹤0.01%
10,543
-535
2366
$120K ﹤0.01%
13,408
-7,105
2367
$119K ﹤0.01%
21,910
+10,000
2368
$118K ﹤0.01%
10,990
+440
2369
$116K ﹤0.01%
2,374
-54
2370
$115K ﹤0.01%
44,700
2371
$113K ﹤0.01%
+17,278
2372
$113K ﹤0.01%
17,334
+831
2373
$112K ﹤0.01%
+12,711
2374
$112K ﹤0.01%
12,181
2375
$112K ﹤0.01%
13,574
-1,905
93 94
95
96 97