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
551
$2.54M 0.03%
193,356
+30,313
552
$2.54M 0.03%
58,200
+600
553
$2.53M 0.03%
167,838
-15,337
554
$2.53M 0.03%
15,939
-19,237
555
$2.52M 0.03%
68,402
-16,006
556
$2.52M 0.03%
65,075
+10,803
557
$2.5M 0.03%
30,468
+16,726
558
$2.49M 0.03%
121,869
-3,096
559
$2.48M 0.03%
193,670
+25,130
560
$2.48M 0.03%
46,006
+863
561
$2.48M 0.03%
50,460
-20,180
562
$2.47M 0.03%
21,272
+4,372
563
$2.47M 0.03%
24,694
-6,390
564
$2.47M 0.03%
43,329
+4,237
565
$2.47M 0.03%
152,014
-4,159
566
$2.46M 0.03%
56,428
-8,168
567
$2.43M 0.03%
23,208
+4,246
568
$2.4M 0.03%
31,020
+716
569
$2.39M 0.03%
107,274
+85,316
570
$2.38M 0.03%
12,815
+5,425
571
$2.38M 0.03%
32,106
-249
572
$2.37M 0.03%
76,993
+19,806
573
$2.37M 0.03%
16,077
+3,951
574
$2.36M 0.03%
29,345
+3,444
575
$2.35M 0.03%
63,823
+7,521
21 22
23
24 25