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
601
$2.2M 0.02%
50,692
+2,409
602
$2.19M 0.02%
31,731
-11,941
603
$2.18M 0.02%
243,789
+209,647
604
$2.18M 0.02%
46,876
-2,950
605
$2.17M 0.02%
130,865
606
$2.16M 0.02%
19,233
+1,876
607
$2.15M 0.02%
96,943
-4,658
608
$2.12M 0.02%
133,862
+4,043
609
$2.11M 0.02%
88,324
-49,768
610
$2.1M 0.02%
+222,142
611
$2.1M 0.02%
30,084
+5,198
612
$2.1M 0.02%
63,561
-5,476
613
$2.09M 0.02%
35,865
-5,573
614
$2.08M 0.02%
45,005
-12,044
615
$2.08M 0.02%
89,557
+908
616
$2.06M 0.02%
121,294
+1,453
617
$2.06M 0.02%
8,826
+337
618
$2.06M 0.02%
83,593
+8,557
619
$2.06M 0.02%
18,784
+3,949
620
$2.06M 0.02%
33,073
+10,675
621
$2.05M 0.02%
17,498
-937
622
$2.04M 0.02%
35,400
+4,713
623
$2.04M 0.02%
23,946
-206
624
$2.04M 0.02%
40,498
-8,536
625
$2.03M 0.02%
76,764
+2,710
23 24
25
26 27