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
301
$5.43M 0.06%
170,679
-6,932
302
$5.43M 0.06%
73,749
+25,171
303
$5.42M 0.06%
57,364
+35,183
304
$5.4M 0.06%
44,985
-453
305
$5.39M 0.06%
319,624
-42,325
306
$5.39M 0.06%
126,845
+5,931
307
$5.31M 0.06%
100,864
-9,417
308
$5.28M 0.06%
95,004
+13,689
309
$5.28M 0.06%
77,316
-5,059
310
$5.24M 0.06%
55,238
+1,033
311
$5.2M 0.06%
172,465
+8,028
312
$5.17M 0.06%
118,070
-630
313
$5.17M 0.06%
116,746
+17,834
314
$5.16M 0.06%
74,276
-7,662
315
$5.15M 0.06%
63,936
+45,467
316
$5.12M 0.06%
84,317
-2,653
317
$5.09M 0.06%
274,113
-22,863
318
$5.09M 0.06%
101,343
+10,493
319
$4.99M 0.06%
45,782
+7,490
320
$4.98M 0.06%
98,597
+7,319
321
$4.96M 0.06%
178,315
+33,364
322
$4.96M 0.06%
105,896
-2,903
323
$4.96M 0.06%
161,356
-11,104
324
$4.92M 0.06%
80,675
+61,648
325
$4.87M 0.05%
46,381
-1,036
11 12
13
14 15