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
276
$5.96M 0.07%
38,347
-287
277
$5.92M 0.07%
89,112
+13,194
278
$5.92M 0.07%
95,586
+51,400
279
$5.92M 0.07%
123,737
+60,786
280
$5.84M 0.07%
186,298
+5,932
281
$5.83M 0.07%
238,022
-9,999
282
$5.82M 0.07%
195,166
-20,581
283
$5.76M 0.06%
35,520
+6,301
284
$5.73M 0.06%
75,501
+8,410
285
$5.72M 0.06%
181,782
+3,075
286
$5.71M 0.06%
265,809
+4,155
287
$5.65M 0.06%
86,291
-30,602
288
$5.64M 0.06%
70,315
+6,605
289
$5.61M 0.06%
235,554
+51,785
290
$5.58M 0.06%
96,800
+68,718
291
$5.55M 0.06%
40,985
+25,429
292
$5.54M 0.06%
64,100
-3,451
293
$5.53M 0.06%
152,027
-93,184
294
$5.52M 0.06%
241,241
+48,204
295
$5.51M 0.06%
91,275
+3,397
296
$5.51M 0.06%
275,557
-14,444
297
$5.48M 0.06%
87,942
-1,328
298
$5.47M 0.06%
98,785
+3,556
299
$5.47M 0.06%
105,181
+26,152
300
$5.46M 0.06%
114,092
+7,809
10 11
12
13 14