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
76
$23.5M 0.27%
548,869
+7,490
77
$23.5M 0.26%
388,263
+47,016
78
$23.3M 0.26%
194,397
+7,446
79
$23.2M 0.26%
171,800
+7,881
80
$23.1M 0.26%
2,199,738
+644,508
81
$23.1M 0.26%
190,468
+5,291
82
$23M 0.26%
304,778
-133,410
83
$22.8M 0.26%
506,394
+66,622
84
$22.7M 0.26%
211,946
+13,487
85
$22.5M 0.25%
381,908
+198,182
86
$22.5M 0.25%
749,860
-64,837
87
$22.3M 0.25%
410,011
+52,730
88
$22M 0.25%
585,214
-124,168
89
$21.9M 0.25%
1,340,535
+267,201
90
$21.8M 0.25%
66,575
-2,171
91
$21.8M 0.25%
148,770
+23,313
92
$21.5M 0.24%
226,332
+8,465
93
$20.9M 0.24%
210,926
+26,754
94
$20.9M 0.24%
397,824
-9,182
95
$20.7M 0.23%
160,752
-7,433
96
$20.5M 0.23%
314,007
+25,414
97
$20.2M 0.23%
1,004,087
-96,976
98
$19.7M 0.22%
1,166,492
+66,506
99
$19.5M 0.22%
248,706
-840
100
$19.4M 0.22%
204,569
+2,464
2 3
4
5 6