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
1101
$756K 0.01%
+20,952
1102
$753K 0.01%
23,500
-283
1103
$752K 0.01%
5,360
-93
1104
$751K 0.01%
15,225
-2,681
1105
$749K 0.01%
+39,761
1106
$747K 0.01%
8,925
+256
1107
$746K 0.01%
26,131
-4,547
1108
$743K 0.01%
2,646
-5
1109
$742K 0.01%
+6,256
1110
$740K 0.01%
44,086
-628
1111
$739K 0.01%
5,474
+649
1112
$739K 0.01%
36,270
-1,971
1113
$736K 0.01%
+30,749
1114
$735K 0.01%
27,862
-27,724
1115
$729K 0.01%
+103,018
1116
$728K 0.01%
7,502
-355
1117
$727K 0.01%
25,512
-33,154
1118
$727K 0.01%
11,649
-796
1119
$725K 0.01%
33,812
+8,498
1120
$724K 0.01%
23,169
-1,166
1121
$723K 0.01%
29,928
+10,129
1122
$723K 0.01%
23,442
+14,107
1123
$721K 0.01%
57,840
+13,920
1124
$718K 0.01%
557
+71
1125
$718K 0.01%
23,637
+644
43 44
45
46 47