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
326
$4.86M 0.05%
73,201
+1,667
327
$4.85M 0.05%
93,095
+17,171
328
$4.84M 0.05%
57,740
-26,566
329
$4.82M 0.05%
58,291
+26,066
330
$4.81M 0.05%
22,743
-1,226
331
$4.79M 0.05%
16
+1
332
$4.79M 0.05%
65,396
+43,967
333
$4.78M 0.05%
41,212
-29,432
334
$4.78M 0.05%
19,904
+2,300
335
$4.76M 0.05%
131,360
+20
336
$4.72M 0.05%
60,218
-4,134
337
$4.71M 0.05%
44,732
+31,282
338
$4.7M 0.05%
86,127
+39,052
339
$4.68M 0.05%
30,467
+1,227
340
$4.67M 0.05%
263,250
+6,300
341
$4.66M 0.05%
95,508
+9,210
342
$4.66M 0.05%
111,750
+11,062
343
$4.61M 0.05%
247,310
+4,464
344
$4.59M 0.05%
67,983
-40,878
345
$4.56M 0.05%
19,988
-33,715
346
$4.54M 0.05%
114,015
-72,774
347
$4.52M 0.05%
185,823
+15,284
348
$4.51M 0.05%
41,962
-9,114
349
$4.5M 0.05%
54,523
+42,818
350
$4.5M 0.05%
129,320
-64,849
12 13
14
15 16