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
751
$1.45M 0.02%
18,955
+2,010
752
$1.44M 0.02%
47,775
+12,756
753
$1.44M 0.02%
62,490
-2,847
754
$1.44M 0.02%
87,828
-5,356
755
$1.43M 0.02%
18,059
-958
756
$1.43M 0.02%
45,448
+38,940
757
$1.43M 0.02%
22,475
-4,372
758
$1.43M 0.02%
22,925
-1,429
759
$1.43M 0.02%
47,022
+19,027
760
$1.43M 0.02%
36,168
-76,152
761
$1.42M 0.02%
12,368
+100
762
$1.42M 0.02%
9,524
+3,323
763
$1.42M 0.02%
120,049
-71,770
764
$1.42M 0.02%
448,269
-40,959
765
$1.42M 0.02%
5,185
-600
766
$1.42M 0.02%
219,800
+5,350
767
$1.42M 0.02%
48,168
+8,311
768
$1.41M 0.02%
14,380
+451
769
$1.41M 0.02%
39,983
+3,877
770
$1.41M 0.02%
177,211
+27,388
771
$1.41M 0.02%
48,016
+28,716
772
$1.4M 0.02%
13,243
+388
773
$1.4M 0.02%
46,647
+26,190
774
$1.39M 0.02%
95,435
-27,767
775
$1.38M 0.02%
15,305
+465
29 30
31
32 33