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
451
$3.27M 0.04%
+89,564
452
$3.25M 0.04%
93,413
+12,208
453
$3.25M 0.04%
116,695
+6,601
454
$3.23M 0.04%
131,274
+8,076
455
$3.23M 0.04%
+154,395
456
$3.22M 0.04%
52,218
-56,594
457
$3.22M 0.04%
103,343
-16,819
458
$3.22M 0.04%
65,413
+5,746
459
$3.22M 0.04%
179,873
-18,302
460
$3.22M 0.04%
+379,648
461
$3.2M 0.04%
+34,978
462
$3.19M 0.04%
58,210
+10,719
463
$3.19M 0.04%
80,238
+38,178
464
$3.19M 0.04%
20,787
+194
465
$3.18M 0.04%
+93,560
466
$3.17M 0.04%
28,400
-14,924
467
$3.17M 0.04%
+113,798
468
$3.17M 0.04%
63,256
+44,476
469
$3.16M 0.04%
15,297
+2,967
470
$3.16M 0.04%
36,622
+1,401
471
$3.15M 0.04%
23,744
-153
472
$3.14M 0.04%
55,107
+4,514
473
$3.13M 0.04%
203,358
+50,232
474
$3.13M 0.04%
81,648
+6,900
475
$3.12M 0.04%
75,105
+13,091
17 18
19
20 21