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
976
$926K 0.01%
+38,233
977
$921K 0.01%
75,147
+10,005
978
$920K 0.01%
36,354
+9,072
979
$919K 0.01%
80,510
+1,568
980
$918K 0.01%
33,312
+4,465
981
$918K 0.01%
11,283
-1,184
982
$916K 0.01%
10,711
-341
983
$915K 0.01%
8,171
+4,239
984
$912K 0.01%
15,940
+4,416
985
$911K 0.01%
66,805
+490
986
$910K 0.01%
20,696
+1,785
987
$910K 0.01%
124,511
+23,964
988
$905K 0.01%
51,254
-2,306
989
$903K 0.01%
18,789
-1,082
990
$902K 0.01%
5,223
+2,272
991
$901K 0.01%
33,504
-16,325
992
$897K 0.01%
133,438
+33,605
993
$895K 0.01%
29,342
+19
994
$894K 0.01%
16,996
+373
995
$893K 0.01%
49,700
+18,760
996
$892K 0.01%
25,392
+3,110
997
$890K 0.01%
28,622
-2,732
998
$889K 0.01%
15,600
999
$889K 0.01%
57,097
-939
1000
$887K 0.01%
20,100
+3,114
38 39
40
41 42