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
$8.87B
AUM Growth
+$371M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,307
New
Increased
Reduced
Closed

Top Buys

1
+$21.6M
2
+$14.1M
3
+$14.1M
4
BND icon
Vanguard Total Bond Market
BND
+$14M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$13.7M

Top Sells

1
+$24.1M
2
+$10.1M
3
+$9.9M
4
NVDA icon
NVIDIA
NVDA
+$9.87M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$9.43M

Sector Composition

1 Technology 5.51%
2 Financials 4.99%
3 Healthcare 3.94%
4 Industrials 3.71%
5 Consumer Discretionary 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$6.72M 0.08%
161,061
252
$6.68M 0.08%
42,731
-10,863
253
$6.64M 0.07%
92,585
+11,336
254
$6.56M 0.07%
199,074
+77,665
255
$6.56M 0.07%
151,197
+9,955
256
$6.54M 0.07%
297,513
+24,857
257
$6.5M 0.07%
142,885
+85,774
258
$6.49M 0.07%
93,473
+4,044
259
$6.47M 0.07%
367,413
+138,012
260
$6.46M 0.07%
111,028
+21,356
261
$6.44M 0.07%
47,890
+1,532
262
$6.36M 0.07%
61,217
+6,005
263
$6.35M 0.07%
94,108
-2,452
264
$6.27M 0.07%
165,478
-7,328
265
$6.24M 0.07%
28,251
+107
266
$6.24M 0.07%
36,904
-3,363
267
$6.2M 0.07%
240,450
+7,755
268
$6.17M 0.07%
281,381
-9,148
269
$6.17M 0.07%
185,354
-2,192
270
$6.08M 0.07%
526,729
+13,432
271
$6.05M 0.07%
46,943
-31,400
272
$6.03M 0.07%
110,790
+3,307
273
$6.02M 0.07%
31,579
-8,547
274
$5.99M 0.07%
64,891
+973
275
$5.97M 0.07%
97,764
+51,343
9 10
11
12 13