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
351
$4.5M 0.05%
30,609
-2,970
352
$4.47M 0.05%
194,547
+2,666
353
$4.45M 0.05%
57,073
+1,262
354
$4.44M 0.05%
27,509
-17,043
355
$4.43M 0.05%
62,181
-5,441
356
$4.42M 0.05%
78,977
+1,423
357
$4.4M 0.05%
133,193
-173
358
$4.4M 0.05%
70,504
+724
359
$4.4M 0.05%
64,412
+51,202
360
$4.34M 0.05%
171,440
+20,520
361
$4.33M 0.05%
73,567
+53,729
362
$4.31M 0.05%
242,708
-12,971
363
$4.3M 0.05%
418,347
-11,584
364
$4.29M 0.05%
75,281
+37,092
365
$4.27M 0.05%
436,589
+23,818
366
$4.25M 0.05%
58,483
+15,554
367
$4.21M 0.05%
219,990
+17,858
368
$4.17M 0.05%
127,160
+50,715
369
$4.14M 0.05%
118,398
-883
370
$4.14M 0.05%
15,411
+12,039
371
$4.14M 0.05%
203,660
-7,750
372
$4.09M 0.05%
30,136
+292
373
$4.09M 0.05%
29,849
-527
374
$4.08M 0.05%
142,730
-9,446
375
$4.08M 0.05%
45,673
+8,323
13 14
15
16 17