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
851
$1.19M 0.01%
63,373
-4,889
852
$1.19M 0.01%
27,657
-56,706
853
$1.19M 0.01%
22,168
-14,834
854
$1.19M 0.01%
34,497
-1,624
855
$1.19M 0.01%
17,550
+2,924
856
$1.18M 0.01%
29,592
-2,705
857
$1.18M 0.01%
20,832
+2,440
858
$1.18M 0.01%
16,423
+4,528
859
$1.18M 0.01%
88,152
+19,581
860
$1.18M 0.01%
573,278
+2,500
861
$1.17M 0.01%
9,974
+1,162
862
$1.16M 0.01%
51,255
-15,600
863
$1.15M 0.01%
5,009
+1,605
864
$1.15M 0.01%
984
+404
865
$1.15M 0.01%
46,331
-1,584
866
$1.15M 0.01%
40,633
+14,921
867
$1.14M 0.01%
887
-562
868
$1.14M 0.01%
21,004
-429
869
$1.14M 0.01%
13,706
870
$1.14M 0.01%
8,446
+1,392
871
$1.14M 0.01%
12,606
-2,706
872
$1.14M 0.01%
47,892
-327
873
$1.14M 0.01%
18,853
-1,321
874
$1.13M 0.01%
21,479
+14,237
875
$1.12M 0.01%
+34,133
33 34
35
36 37