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
26
$46.8M 0.53%
1,738,869
+30,299
27
$44.8M 0.5%
349,367
-3,180
28
$44.4M 0.5%
576,836
-63,064
29
$44M 0.5%
589,116
-31,991
30
$42.9M 0.48%
894,567
+21,556
31
$41.5M 0.47%
259,592
-35,769
32
$40.2M 0.45%
335,925
+51,729
33
$39.7M 0.45%
538,753
+65,029
34
$38.6M 0.44%
254,436
-62,092
35
$37.7M 0.43%
648,590
+14,816
36
$36M 0.41%
927,536
-92,344
37
$35.2M 0.4%
644,564
+395,456
38
$34.5M 0.39%
434,558
-4,563
39
$34.3M 0.39%
710,404
-134,169
40
$34.1M 0.38%
232,070
-26,420
41
$33.8M 0.38%
238,032
-30,638
42
$33.5M 0.38%
995,419
+123,969
43
$33.2M 0.37%
476,538
-345,560
44
$32.8M 0.37%
397,500
+2,513
45
$32.5M 0.37%
679,686
+82,056
46
$30.7M 0.35%
308,150
+35,581
47
$29.7M 0.33%
269,911
+34,489
48
$29.5M 0.33%
314,902
-7,154
49
$28.9M 0.33%
560,330
+202,632
50
$28.7M 0.32%
251,357
+10,397
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