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
676
$1.73M 0.02%
29,610
+21,415
677
$1.72M 0.02%
19,330
-157
678
$1.72M 0.02%
125,868
+20,840
679
$1.72M 0.02%
58,066
-12,904
680
$1.71M 0.02%
8,441
-4
681
$1.7M 0.02%
96,782
-146,867
682
$1.7M 0.02%
68,750
+20,438
683
$1.69M 0.02%
29,788
+3,704
684
$1.67M 0.02%
35,598
+1,344
685
$1.66M 0.02%
22,482
-1,179
686
$1.66M 0.02%
184,538
+1
687
$1.66M 0.02%
181,685
+9,953
688
$1.66M 0.02%
38,950
-3,638
689
$1.66M 0.02%
9,499
+2,154
690
$1.66M 0.02%
52,046
+12,056
691
$1.65M 0.02%
12,443
-9,612
692
$1.65M 0.02%
48,511
+12,847
693
$1.65M 0.02%
8,235
+526
694
$1.65M 0.02%
18,510
+4,929
695
$1.65M 0.02%
36,004
+52
696
$1.64M 0.02%
102,880
+27,424
697
$1.63M 0.02%
37,082
+12,901
698
$1.63M 0.02%
24,492
+2,655
699
$1.63M 0.02%
39,370
-2,120
700
$1.63M 0.02%
7,814
+776
26 27
28
29 30