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
426
$3.47M 0.04%
24,650
+3,368
427
$3.46M 0.04%
39,423
+13,718
428
$3.45M 0.04%
137,207
-412
429
$3.44M 0.04%
57,433
-8,355
430
$3.44M 0.04%
125,258
-54,283
431
$3.43M 0.04%
57,001
+399
432
$3.43M 0.04%
36,993
-41,559
433
$3.43M 0.04%
37,536
+2,915
434
$3.42M 0.04%
226,508
+95,671
435
$3.4M 0.04%
131,447
-1,306
436
$3.38M 0.04%
106,708
-23,176
437
$3.37M 0.04%
21,536
+1,807
438
$3.35M 0.04%
57,178
-10,435
439
$3.35M 0.04%
+607,542
440
$3.34M 0.04%
63,726
+22,422
441
$3.33M 0.04%
+243,345
442
$3.33M 0.04%
+54,357
443
$3.32M 0.04%
151,566
-55,869
444
$3.31M 0.04%
83,406
+50,738
445
$3.31M 0.04%
17,266
-239
446
$3.3M 0.04%
253,402
+75,715
447
$3.3M 0.04%
135,527
+124,914
448
$3.28M 0.04%
29,371
+232
449
$3.27M 0.04%
+182,005
450
$3.27M 0.04%
24,996
-1,014
16 17
18
19 20