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 5.47%
2 Financials 4.99%
3 Healthcare 3.94%
4 Industrials 3.75%
5 Consumer Discretionary 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$3.73M 0.04%
89,368
+4,532
402
$3.72M 0.04%
124,215
+9,926
403
$3.72M 0.04%
53,649
-492
404
$3.68M 0.04%
104,877
+20,838
405
$3.67M 0.04%
87,866
+12,309
406
$3.67M 0.04%
71,285
+60,753
407
$3.65M 0.04%
14,504
+3,435
408
$3.63M 0.04%
34,180
+28,963
409
$3.63M 0.04%
34,350
+3,260
410
$3.63M 0.04%
21,555
+2,418
411
$3.63M 0.04%
126,001
+107,802
412
$3.61M 0.04%
57,566
+47,030
413
$3.6M 0.04%
27,061
-1,402
414
$3.59M 0.04%
49,093
+15,733
415
$3.58M 0.04%
31,565
+1,024
416
$3.53M 0.04%
140,502
-2,814
417
$3.52M 0.04%
106,500
-4,403
418
$3.52M 0.04%
73,400
+63,522
419
$3.5M 0.04%
71,564
+10,000
420
$3.5M 0.04%
85,098
+3,831
421
$3.5M 0.04%
53,364
-669
422
$3.5M 0.04%
15,664
+2,187
423
$3.48M 0.04%
91,236
+8,247
424
$3.48M 0.04%
46,115
-9,818
425
$3.47M 0.04%
173,030
+58,632
15 16
17
18 19