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
51
$28.5M 0.32%
549,360
+41,480
52
$28.4M 0.32%
604,062
+17,518
53
$27.9M 0.31%
223,484
+26,244
54
$27.5M 0.31%
273,338
+21,192
55
$27.2M 0.31%
246,793
+15,341
56
$27.2M 0.31%
257,071
+16,179
57
$27M 0.3%
261,756
+21,776
58
$26.7M 0.3%
517,180
+31,100
59
$26.5M 0.3%
148,567
+5,256
60
$26.2M 0.3%
420,553
-14,002
61
$25.8M 0.29%
253,829
+112,789
62
$25.7M 0.29%
860,537
+71,172
63
$25.5M 0.29%
74,656
+41,317
64
$25.4M 0.29%
336,416
+128,412
65
$25.3M 0.29%
195,751
+41,436
66
$25.2M 0.28%
913,776
+117,748
67
$25M 0.28%
1,416,699
+482,904
68
$24.6M 0.28%
374,022
+57,430
69
$24.4M 0.27%
467,761
-49,267
70
$24.3M 0.27%
951,918
+151,208
71
$24.1M 0.27%
131,344
+10,317
72
$24.1M 0.27%
704,032
+41,130
73
$24M 0.27%
155,657
+31,756
74
$23.8M 0.27%
307,458
+28,092
75
$23.7M 0.27%
1,216,828
+45,838
1 2
3
4 5