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
876
$1.12M 0.01%
70,547
+3,915
877
$1.12M 0.01%
147,303
+21,711
878
$1.12M 0.01%
21,178
-1,733
879
$1.12M 0.01%
9,373
-2,334
880
$1.11M 0.01%
+18,125
881
$1.11M 0.01%
59,769
+6,649
882
$1.11M 0.01%
10,083
+88
883
$1.11M 0.01%
20,150
+2,638
884
$1.1M 0.01%
25,183
-994
885
$1.1M 0.01%
40,304
+20,333
886
$1.1M 0.01%
18,207
+1,638
887
$1.1M 0.01%
15,736
+3,927
888
$1.1M 0.01%
67,885
+56,142
889
$1.09M 0.01%
98,037
-3,609
890
$1.09M 0.01%
8,603
+368
891
$1.09M 0.01%
87,400
+27,984
892
$1.09M 0.01%
45,089
+13,475
893
$1.09M 0.01%
42,599
+10,753
894
$1.09M 0.01%
71,155
+7,420
895
$1.09M 0.01%
20,910
+888
896
$1.09M 0.01%
31,992
-1,782
897
$1.09M 0.01%
28
+2
898
$1.08M 0.01%
18,330
-1,336
899
$1.08M 0.01%
26,954
-3,086
900
$1.07M 0.01%
18,204
-275
34 35
36
37 38