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
476
$3.11M 0.04%
233,396
+34,211
477
$3.09M 0.03%
81,752
+6,187
478
$3.08M 0.03%
19,066
+7,569
479
$3.08M 0.03%
50,823
-494
480
$3.08M 0.03%
59,082
+31,078
481
$3.08M 0.03%
63,955
+4,026
482
$3.06M 0.03%
166,251
-3,041
483
$3.05M 0.03%
28,288
+241
484
$3.05M 0.03%
83,533
+45,030
485
$3.05M 0.03%
+96,693
486
$3.02M 0.03%
114,952
+15,190
487
$3.02M 0.03%
88,050
+20,893
488
$3.02M 0.03%
171,675
+62,084
489
$3.02M 0.03%
79,816
-4,821
490
$3.01M 0.03%
162,407
+17,458
491
$3M 0.03%
103,527
-12,941
492
$2.99M 0.03%
96,260
+23,361
493
$2.98M 0.03%
157,314
+22,600
494
$2.97M 0.03%
59,654
+4,180
495
$2.96M 0.03%
40,605
+18,467
496
$2.96M 0.03%
85,639
+10,017
497
$2.95M 0.03%
75,271
+10,202
498
$2.95M 0.03%
+354,614
499
$2.94M 0.03%
66,084
+1,122
500
$2.93M 0.03%
31,430
-1,031
18 19
20
21 22