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
701
$1.62M 0.02%
98,767
+6,738
702
$1.62M 0.02%
46,085
-5,615
703
$1.62M 0.02%
37,957
-726
704
$1.61M 0.02%
13,377
-9,553
705
$1.61M 0.02%
65,843
+8,487
706
$1.61M 0.02%
35,483
-10,804
707
$1.61M 0.02%
29,542
+914
708
$1.61M 0.02%
63,354
-1,005
709
$1.6M 0.02%
44,782
+4,285
710
$1.6M 0.02%
19,068
+1,268
711
$1.59M 0.02%
24,755
-21
712
$1.59M 0.02%
73,547
+2,959
713
$1.59M 0.02%
104,517
-2,763
714
$1.58M 0.02%
49,856
+2,860
715
$1.58M 0.02%
+24,680
716
$1.58M 0.02%
43,336
+15,934
717
$1.58M 0.02%
23,215
+1,741
718
$1.58M 0.02%
18,911
+1,030
719
$1.58M 0.02%
16,451
+353
720
$1.57M 0.02%
21,327
+3,506
721
$1.57M 0.02%
105,476
+4,689
722
$1.57M 0.02%
33,771
-1,482
723
$1.55M 0.02%
26,394
-1,456
724
$1.55M 0.02%
118,252
+2,595
725
$1.55M 0.02%
65,025
+44,315
27 28
29
30 31