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
801
$1.31M 0.01%
17,342
-505
802
$1.31M 0.01%
121,863
+26,350
803
$1.31M 0.01%
67,080
+917
804
$1.31M 0.01%
18,611
+10,452
805
$1.31M 0.01%
37,842
+11,629
806
$1.3M 0.01%
60,572
-16,432
807
$1.3M 0.01%
38,062
+1,150
808
$1.29M 0.01%
17,488
-1,645
809
$1.29M 0.01%
11,082
+2,325
810
$1.29M 0.01%
27,301
+3,625
811
$1.28M 0.01%
14,616
+10,305
812
$1.27M 0.01%
25,933
+3,568
813
$1.27M 0.01%
20,838
+3,498
814
$1.27M 0.01%
74,847
-1,092
815
$1.27M 0.01%
9,026
+314
816
$1.27M 0.01%
13,660
-414
817
$1.27M 0.01%
35,927
-2,342
818
$1.26M 0.01%
23,815
+4,947
819
$1.26M 0.01%
32,895
-9,951
820
$1.26M 0.01%
11,974
-1,098
821
$1.26M 0.01%
26,018
+3,205
822
$1.26M 0.01%
45,140
-19,250
823
$1.25M 0.01%
13,416
-452
824
$1.25M 0.01%
50,153
+16,156
825
$1.25M 0.01%
37,556
+12,624
31 32
33
34 35