Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $32.9B
1-Year Est. Return 17.64%
This Quarter Est. Return
1 Year Est. Return
+17.64%
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
1
$606M 4.09%
5,230,081
+329,273
2
$518M 3.49%
1,683,032
-9,052
3
$313M 2.11%
1,127,376
+145,172
4
$292M 1.97%
1,856,500
-17,000
5
$291M 1.97%
5,583,681
+14,314
6
$231M 1.56%
686,627
-18,808
7
$218M 1.47%
1,034,447
+34,750
8
$204M 1.37%
1,195,080
-88,313
9
$192M 1.3%
2,180,536
+105,069
10
$170M 1.15%
506,917
+11,304
11
$161M 1.09%
2,772,278
+80,931
12
$138M 0.93%
1,661,802
+50,470
13
$132M 0.89%
1,027,624
+41,225
14
$123M 0.83%
951,053
+322,711
15
$123M 0.83%
1,932,392
-194,368
16
$118M 0.8%
2,882,710
+1,057,783
17
$116M 0.78%
656,774
+138,620
18
$112M 0.76%
1,942,768
+500,716
19
$104M 0.7%
486,634
-22,926
20
$95.5M 0.64%
419,778
+32,051
21
$90.2M 0.61%
764,299
-52,150
22
$83.5M 0.56%
1,384,138
+941,541
23
$83.2M 0.56%
6,145,640
-80,560
24
$80M 0.54%
400,218
+8,122
25
$79.2M 0.53%
2,517,508
-58,196
1
2 3 4 5