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
951
$983K 0.01%
+18,877
952
$982K 0.01%
51,284
-40,662
953
$977K 0.01%
37,614
-1,498
954
$976K 0.01%
75,102
-1,973
955
$975K 0.01%
69,037
-983
956
$968K 0.01%
5,941
-383
957
$964K 0.01%
95,949
-12,190
958
$959K 0.01%
8,933
+1,791
959
$956K 0.01%
29,542
-2,182
960
$953K 0.01%
91,470
-36,720
961
$952K 0.01%
18,076
+11,331
962
$952K 0.01%
18,599
+784
963
$951K 0.01%
35,595
+1,138
964
$950K 0.01%
+14,893
965
$946K 0.01%
+9,450
966
$943K 0.01%
27,667
+6,246
967
$939K 0.01%
11,146
-3,941
968
$936K 0.01%
11,101
-1,270
969
$936K 0.01%
8,839
-424
970
$936K 0.01%
+33,022
971
$933K 0.01%
26,081
-10,154
972
$931K 0.01%
+20,659
973
$931K 0.01%
44,463
-11,737
974
$929K 0.01%
92,777
-7,688
975
$928K 0.01%
24,695
-17,659
37 38
39
40 41