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
776
$1.38M 0.02%
40,165
-9,585
777
$1.37M 0.02%
31,004
-11,027
778
$1.37M 0.02%
45,786
+12,888
779
$1.37M 0.02%
+48,238
780
$1.36M 0.02%
91,204
+3,835
781
$1.36M 0.02%
29,236
+928
782
$1.36M 0.02%
23,073
-355
783
$1.36M 0.02%
51,546
+3,066
784
$1.36M 0.02%
13,586
+437
785
$1.36M 0.02%
+49,713
786
$1.35M 0.02%
69,456
-11,931
787
$1.34M 0.02%
31,879
+14,245
788
$1.34M 0.02%
118,808
+22,626
789
$1.34M 0.02%
38,318
+3,023
790
$1.34M 0.02%
15,771
-860
791
$1.34M 0.02%
49,948
+19,119
792
$1.34M 0.02%
33,517
-1,144
793
$1.32M 0.01%
13,947
+4,229
794
$1.32M 0.01%
108,797
-2,634
795
$1.32M 0.01%
15,398
-608
796
$1.32M 0.01%
37,262
+6,056
797
$1.32M 0.01%
36,240
+12,738
798
$1.32M 0.01%
11,297
-568
799
$1.31M 0.01%
21,779
+3,169
800
$1.31M 0.01%
16,836
-1,632
30 31
32
33 34