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
2451
$41K ﹤0.01%
11,167
-1,271
2452
$38K ﹤0.01%
14,020
-3,378
2453
$38K ﹤0.01%
1,266
+13
2454
$38K ﹤0.01%
2,308
+550
2455
$38K ﹤0.01%
+823
2456
$38K ﹤0.01%
11,505
-426
2457
$38K ﹤0.01%
+34,370
2458
$37K ﹤0.01%
+10,645
2459
$37K ﹤0.01%
+20,717
2460
$37K ﹤0.01%
+669
2461
$35K ﹤0.01%
12,885
+1,546
2462
$35K ﹤0.01%
+11,696
2463
$35K ﹤0.01%
15,733
+1,192
2464
$35K ﹤0.01%
1,245
2465
$35K ﹤0.01%
14,009
-1,200
2466
$32K ﹤0.01%
10,000
2467
$32K ﹤0.01%
10,000
2468
$32K ﹤0.01%
11,200
+1,200
2469
$32K ﹤0.01%
17,918
-1,254
2470
$30K ﹤0.01%
1,064
+300
2471
$29K ﹤0.01%
+78
2472
$29K ﹤0.01%
32,007
2473
$29K ﹤0.01%
+2,400
2474
$29K ﹤0.01%
25,981
+703
2475
$28K ﹤0.01%
+10,500
97 98
99
100 101