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
1026
$844K 0.01%
5,309
+1,317
1027
$844K 0.01%
35,916
+704
1028
$841K 0.01%
13,511
-2,245
1029
$840K 0.01%
12,997
+383
1030
$840K 0.01%
14,450
+3,653
1031
$838K 0.01%
44,458
+3,111
1032
$838K 0.01%
27,497
-1,457
1033
$837K 0.01%
25,465
+3,523
1034
$836K 0.01%
3,244
+565
1035
$833K 0.01%
2,952
-231
1036
$833K 0.01%
34,725
-1,227
1037
$830K 0.01%
69,720
-7,957
1038
$830K 0.01%
23,684
+14,970
1039
$828K 0.01%
27,174
+8,448
1040
$826K 0.01%
12,633
-2,933
1041
$823K 0.01%
7,302
-147
1042
$822K 0.01%
+31,183
1043
$821K 0.01%
16,368
+360
1044
$821K 0.01%
6,869
+4,458
1045
$819K 0.01%
8,526
-11,616
1046
$817K 0.01%
43,829
+2,409
1047
$817K 0.01%
18,795
+7,690
1048
$815K 0.01%
14,648
-965
1049
$814K 0.01%
18,602
-75,007
1050
$814K 0.01%
4,739
+560
40 41
42
43 44