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
826
$1.25M 0.01%
6,265
+830
827
$1.24M 0.01%
87,937
-26,717
828
$1.24M 0.01%
11,319
+471
829
$1.24M 0.01%
44,556
+29,822
830
$1.24M 0.01%
39,465
-11,961
831
$1.24M 0.01%
57,168
-31,222
832
$1.23M 0.01%
19,458
-1,768
833
$1.23M 0.01%
19,332
-9,320
834
$1.23M 0.01%
27,387
+7,051
835
$1.23M 0.01%
19,248
+2,008
836
$1.23M 0.01%
11,665
+3,630
837
$1.23M 0.01%
53,659
+10,801
838
$1.22M 0.01%
31,184
+838
839
$1.22M 0.01%
22,395
-5,580
840
$1.22M 0.01%
44,438
-4,009
841
$1.22M 0.01%
18,440
-1,369
842
$1.22M 0.01%
21,236
-589
843
$1.21M 0.01%
104,744
+10,770
844
$1.21M 0.01%
5,842
+487
845
$1.21M 0.01%
16,344
-1,751
846
$1.21M 0.01%
23,129
+1,870
847
$1.21M 0.01%
39,336
-2,659
848
$1.21M 0.01%
16,516
-22,244
849
$1.2M 0.01%
43,836
+10,863
850
$1.2M 0.01%
29,371
+845
32 33
34
35 36