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
2426
$63K ﹤0.01%
20,000
2427
$63K ﹤0.01%
10,600
2428
$62K ﹤0.01%
2,438
2429
$61K ﹤0.01%
15,982
-1,614
2430
$60K ﹤0.01%
11,966
-866
2431
$59K ﹤0.01%
11,695
-41
2432
$59K ﹤0.01%
5,551
-4,244
2433
$57K ﹤0.01%
12,534
+615
2434
$55K ﹤0.01%
12,400
-6,844
2435
$54K ﹤0.01%
11,500
+500
2436
$54K ﹤0.01%
51,350
2437
$53K ﹤0.01%
1,564
+50
2438
$52K ﹤0.01%
+11,333
2439
$51K ﹤0.01%
20,155
+2,400
2440
$51K ﹤0.01%
+845
2441
$50K ﹤0.01%
100,000
2442
$49K ﹤0.01%
19,838
-1,852
2443
$47K ﹤0.01%
20,860
+10,388
2444
$47K ﹤0.01%
27,519
+8,519
2445
$47K ﹤0.01%
+27,057
2446
$45K ﹤0.01%
707
+169
2447
$43K ﹤0.01%
+18,009
2448
$43K ﹤0.01%
15,200
+3,413
2449
$42K ﹤0.01%
2,074
+7
2450
$41K ﹤0.01%
15,012
-34,153
96 97
98
99 100