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
1076
$779K 0.01%
15,930
+154
1077
$779K 0.01%
7,090
+296
1078
$778K 0.01%
114,313
+1,575
1079
$777K 0.01%
7,792
+215
1080
$774K 0.01%
21,506
+1,080
1081
$773K 0.01%
+5,105
1082
$773K 0.01%
39,518
-5,738
1083
$772K 0.01%
28,268
+1,359
1084
$772K 0.01%
32,124
+4,045
1085
$772K 0.01%
12,510
-9,161
1086
$771K 0.01%
69,479
+8,824
1087
$771K 0.01%
22,086
+330
1088
$770K 0.01%
14,588
+7,543
1089
$766K 0.01%
+71,242
1090
$765K 0.01%
20,279
+1,821
1091
$764K 0.01%
43,356
+5,172
1092
$762K 0.01%
+26,253
1093
$762K 0.01%
+10,059
1094
$760K 0.01%
32,828
1095
$758K 0.01%
+19,738
1096
$757K 0.01%
15,540
+2,101
1097
$757K 0.01%
+30,288
1098
$757K 0.01%
23,647
+7,732
1099
$757K 0.01%
32,358
+17,993
1100
$757K 0.01%
27,694
42 43
44
45 46