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
651
$1.85M 0.02%
41,603
-9,125
652
$1.84M 0.02%
52,667
+5,299
653
$1.84M 0.02%
57,353
+8,239
654
$1.83M 0.02%
82,328
+10,493
655
$1.83M 0.02%
61,321
+6,427
656
$1.83M 0.02%
71,650
+2,500
657
$1.83M 0.02%
16,663
+382
658
$1.83M 0.02%
10,900
+7,346
659
$1.83M 0.02%
17,430
+4,592
660
$1.82M 0.02%
44,303
+7,095
661
$1.8M 0.02%
29,213
-3,819
662
$1.79M 0.02%
9,814
+4,907
663
$1.79M 0.02%
36,085
+7,159
664
$1.78M 0.02%
29,487
-5,306
665
$1.77M 0.02%
65,658
-31
666
$1.77M 0.02%
70,456
+27,350
667
$1.77M 0.02%
19,375
+1,002
668
$1.76M 0.02%
20,839
+1,382
669
$1.76M 0.02%
31,632
+2,208
670
$1.74M 0.02%
28,606
-374
671
$1.74M 0.02%
43,309
+9,308
672
$1.74M 0.02%
14,688
-18,119
673
$1.73M 0.02%
21,096
-2,478
674
$1.73M 0.02%
32,386
+842
675
$1.73M 0.02%
263,512
-2,282
25 26
27
28 29