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
626
$2.02M 0.02%
37,352
-16,599
627
$2.02M 0.02%
25,253
+4,704
628
$2.02M 0.02%
13,970
+4,787
629
$1.99M 0.02%
26,686
+14,798
630
$1.99M 0.02%
60,075
+40,548
631
$1.98M 0.02%
50,556
+42,522
632
$1.98M 0.02%
83,820
-6,730
633
$1.97M 0.02%
57,950
+6,245
634
$1.96M 0.02%
18,539
+1,209
635
$1.95M 0.02%
41,684
+29,564
636
$1.94M 0.02%
103,960
+37,380
637
$1.93M 0.02%
33,026
+112
638
$1.93M 0.02%
21,462
-2,266
639
$1.93M 0.02%
40,440
+1,668
640
$1.9M 0.02%
13,674
-26,960
641
$1.9M 0.02%
56,708
-652
642
$1.89M 0.02%
53,490
+22,211
643
$1.89M 0.02%
12,347
-2,907
644
$1.89M 0.02%
190,369
+6,689
645
$1.88M 0.02%
13,668
+2,373
646
$1.88M 0.02%
68,137
+24,841
647
$1.87M 0.02%
46,757
-10,498
648
$1.87M 0.02%
15,047
-1,245
649
$1.86M 0.02%
87,535
+42,130
650
$1.85M 0.02%
55,793
+12,176
24 25
26
27 28