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
726
$1.55M 0.02%
37,573
+1,929
727
$1.55M 0.02%
95,881
+2,297
728
$1.54M 0.02%
118,425
+10,851
729
$1.53M 0.02%
11,244
-87
730
$1.53M 0.02%
17,811
-11
731
$1.53M 0.02%
109,277
+13,124
732
$1.51M 0.02%
27,164
-664
733
$1.51M 0.02%
30,025
+3,389
734
$1.51M 0.02%
29,748
-46,554
735
$1.51M 0.02%
70,855
+25,445
736
$1.5M 0.02%
30,178
+3,743
737
$1.5M 0.02%
48,004
+5,613
738
$1.49M 0.02%
34,227
+7,599
739
$1.49M 0.02%
22,947
-214
740
$1.49M 0.02%
26,116
+3,895
741
$1.48M 0.02%
23,497
+893
742
$1.48M 0.02%
980,343
-39,225
743
$1.48M 0.02%
5,887
-557
744
$1.48M 0.02%
62,197
+9,939
745
$1.47M 0.02%
27,746
+3,622
746
$1.46M 0.02%
29,461
+1,612
747
$1.46M 0.02%
64,566
+7,353
748
$1.46M 0.02%
45,786
+5,334
749
$1.46M 0.02%
100,251
+16,077
750
$1.46M 0.02%
88,372
+10,613
28 29
30
31 32