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
1001
$886K 0.01%
+145,285
1002
$883K 0.01%
19,500
+4,876
1003
$880K 0.01%
17,390
-1,254
1004
$880K 0.01%
12,186
+115
1005
$879K 0.01%
22,495
-178
1006
$872K 0.01%
37,926
+3,532
1007
$867K 0.01%
31,690
-153,965
1008
$867K 0.01%
+14,630
1009
$865K 0.01%
38,220
1010
$865K 0.01%
12,020
+203
1011
$863K 0.01%
54,373
-16,118
1012
$859K 0.01%
13,228
-10,061
1013
$859K 0.01%
5,020
+856
1014
$858K 0.01%
18,800
+5,086
1015
$857K 0.01%
10,049
-973
1016
$857K 0.01%
14,280
+2,616
1017
$853K 0.01%
8,861
+347
1018
$852K 0.01%
10,485
-827
1019
$852K 0.01%
10,982
+291
1020
$850K 0.01%
13,241
+4,452
1021
$849K 0.01%
67,360
+620
1022
$847K 0.01%
60,587
+261
1023
$846K 0.01%
54,290
-151
1024
$846K 0.01%
35,835
+2,064
1025
$846K 0.01%
32,592
+5,571
39 40
41
42 43