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
1051
$812K 0.01%
13,141
+8,935
1052
$809K 0.01%
1,247
-82
1053
$809K 0.01%
16,732
-13,297
1054
$809K 0.01%
53,943
-1,475
1055
$806K 0.01%
21,832
+13,442
1056
$805K 0.01%
+13,349
1057
$804K 0.01%
7,473
+386
1058
$803K 0.01%
20,857
-5,163
1059
$803K 0.01%
36,400
-10,934
1060
$802K 0.01%
13,645
+359
1061
$802K 0.01%
60,753
-13,068
1062
$801K 0.01%
3,769
+430
1063
$801K 0.01%
+29,598
1064
$799K 0.01%
9,933
+270
1065
$798K 0.01%
43,564
+12,244
1066
$796K 0.01%
107,338
+96,195
1067
$795K 0.01%
5,375
+1,923
1068
$790K 0.01%
10,776
+4,141
1069
$790K 0.01%
16,567
+11,873
1070
$789K 0.01%
+5,099
1071
$784K 0.01%
17,413
-6,592
1072
$782K 0.01%
10,551
+5,912
1073
$782K 0.01%
66,670
-5,021
1074
$781K 0.01%
31,731
-1,260
1075
$781K 0.01%
9,072
-5,741
41 42
43
44 45