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
501
$2.93M 0.03%
120,410
+13,882
502
$2.91M 0.03%
26,723
+12,437
503
$2.89M 0.03%
61,660
-7,960
504
$2.86M 0.03%
53,495
+28,756
505
$2.85M 0.03%
172,965
+13,785
506
$2.85M 0.03%
54,070
+9,244
507
$2.84M 0.03%
30,990
+27,979
508
$2.83M 0.03%
48,759
+468
509
$2.83M 0.03%
71,907
+31,452
510
$2.83M 0.03%
28,181
+15,677
511
$2.82M 0.03%
45,016
+2,294
512
$2.81M 0.03%
127,368
+100,857
513
$2.81M 0.03%
150,499
-22,725
514
$2.78M 0.03%
183,870
+64,430
515
$2.78M 0.03%
75,185
+27,352
516
$2.78M 0.03%
109,019
+37,436
517
$2.78M 0.03%
82,802
+23,772
518
$2.77M 0.03%
78,803
+5,582
519
$2.76M 0.03%
148,776
+6,477
520
$2.76M 0.03%
67,656
+6,294
521
$2.75M 0.03%
95,696
+32,437
522
$2.75M 0.03%
138,079
+1,103
523
$2.74M 0.03%
+120,440
524
$2.74M 0.03%
51,616
+7,508
525
$2.74M 0.03%
103,526
+15,563
19 20
21
22 23