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
901
$1.07M 0.01%
110,830
+30,185
902
$1.06M 0.01%
22,732
+8,969
903
$1.06M 0.01%
+22,502
904
$1.06M 0.01%
55,272
-20,544
905
$1.06M 0.01%
37,988
+17,370
906
$1.06M 0.01%
18,164
+1,197
907
$1.06M 0.01%
26,753
+8,587
908
$1.06M 0.01%
21,984
-6,855
909
$1.05M 0.01%
59,730
+6,263
910
$1.05M 0.01%
14,545
+5,601
911
$1.05M 0.01%
6,170
+235
912
$1.05M 0.01%
18,524
+13,101
913
$1.05M 0.01%
10,033
-5,601
914
$1.05M 0.01%
70,809
+16,688
915
$1.05M 0.01%
15,962
-3,226
916
$1.04M 0.01%
20,923
+6,679
917
$1.04M 0.01%
20,737
+12,049
918
$1.04M 0.01%
121,212
-83,295
919
$1.04M 0.01%
18,373
-1,978
920
$1.03M 0.01%
24,778
+2,007
921
$1.03M 0.01%
27,944
+19,214
922
$1.03M 0.01%
71,923
+64
923
$1.03M 0.01%
18,298
-53,132
924
$1.03M 0.01%
44,602
+14,918
925
$1.03M 0.01%
14,777
+1,906
35 36
37
38 39