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
926
$1.03M 0.01%
33,201
+16,863
927
$1.03M 0.01%
23,211
+98
928
$1.02M 0.01%
27,070
-1,474
929
$1.02M 0.01%
28,597
+15,375
930
$1.02M 0.01%
15,404
-479
931
$1.02M 0.01%
17,772
+10,623
932
$1.01M 0.01%
18,930
-2,402
933
$1.01M 0.01%
12,098
-1,979
934
$1.01M 0.01%
19,661
+10,071
935
$1.01M 0.01%
12,897
+2,165
936
$1M 0.01%
52,216
+962
937
$1M 0.01%
52,608
+165
938
$1M 0.01%
14,136
-2,131
939
$1M 0.01%
49,290
+2,487
940
$1M 0.01%
5,238
+616
941
$999K 0.01%
20,104
+3,525
942
$995K 0.01%
19,132
-7,758
943
$994K 0.01%
8,708
+1,430
944
$993K 0.01%
85,439
+3,115
945
$991K 0.01%
44,543
+8,701
946
$990K 0.01%
9,808
+13
947
$989K 0.01%
8,401
-340
948
$988K 0.01%
16,589
-2,875
949
$987K 0.01%
+20,286
950
$985K 0.01%
48,500
+11,321
36 37
38
39 40