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
526
$2.73M 0.03%
81,412
+11,978
527
$2.73M 0.03%
181,693
+6,250
528
$2.72M 0.03%
27,456
+2,387
529
$2.71M 0.03%
19,821
-19,733
530
$2.69M 0.03%
87,551
+46,507
531
$2.69M 0.03%
122,070
+11,490
532
$2.69M 0.03%
54,083
+48,399
533
$2.68M 0.03%
43,878
-5,924
534
$2.68M 0.03%
101,801
-3,870
535
$2.67M 0.03%
124,352
+81,225
536
$2.66M 0.03%
12,100
-15,333
537
$2.64M 0.03%
225,487
+173,284
538
$2.62M 0.03%
40,010
-928
539
$2.62M 0.03%
8,993
+206
540
$2.6M 0.03%
84,150
-3,174
541
$2.59M 0.03%
218,965
+179,238
542
$2.59M 0.03%
66,206
+38,051
543
$2.59M 0.03%
81,795
+36,170
544
$2.57M 0.03%
194,598
-45,263
545
$2.57M 0.03%
49,792
+1,171
546
$2.57M 0.03%
33,754
-5,490
547
$2.56M 0.03%
39,417
+4,520
548
$2.55M 0.03%
39,384
+2,831
549
$2.55M 0.03%
38,845
+1,890
550
$2.54M 0.03%
199,158
-1,898
20 21
22
23 24