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
576
$2.35M 0.03%
57,576
-4,540
577
$2.33M 0.03%
44,771
-725
578
$2.33M 0.03%
30,430
+285
579
$2.33M 0.03%
35,212
+6,198
580
$2.33M 0.03%
22,450
+2,189
581
$2.32M 0.03%
124,474
-829
582
$2.32M 0.03%
16,667
+3,571
583
$2.31M 0.03%
41,512
-52,462
584
$2.3M 0.03%
94,107
+11,572
585
$2.3M 0.03%
33,745
+5,025
586
$2.29M 0.03%
31,911
+1,982
587
$2.27M 0.03%
63,060
+4,884
588
$2.27M 0.03%
46,238
-8,689
589
$2.27M 0.03%
42,616
-3,838
590
$2.26M 0.03%
345,670
-21,082
591
$2.26M 0.03%
44,722
+6,721
592
$2.26M 0.03%
70,210
+27,659
593
$2.26M 0.03%
48,658
+3,160
594
$2.25M 0.03%
65,270
-14,845
595
$2.24M 0.03%
25,822
+8,743
596
$2.23M 0.03%
161,295
+27,782
597
$2.23M 0.03%
206,962
+192,217
598
$2.23M 0.03%
165,817
+57,646
599
$2.22M 0.03%
239,458
+105,830
600
$2.21M 0.02%
43,718
+18,395
22 23
24
25 26