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
1126
$718K 0.01%
16,246
-192
1127
$716K 0.01%
+79,156
1128
$714K 0.01%
18,348
-999
1129
$713K 0.01%
33,184
+1,771
1130
$708K 0.01%
3,355
+85
1131
$706K 0.01%
6,000
+508
1132
$706K 0.01%
11,056
+2,316
1133
$705K 0.01%
4,570
-17,942
1134
$704K 0.01%
22,568
-5,311
1135
$702K 0.01%
7,508
+1,701
1136
$702K 0.01%
7,904
+871
1137
$701K 0.01%
12,656
-620
1138
$701K 0.01%
13,790
-1,148
1139
$699K 0.01%
14,734
+195
1140
$698K 0.01%
10,981
-689
1141
$695K 0.01%
23,420
+1,653
1142
$694K 0.01%
57,044
+4,378
1143
$694K 0.01%
11,576
-985
1144
$693K 0.01%
15,259
+536
1145
$692K 0.01%
10,875
-1,629
1146
$691K 0.01%
21,895
+7,965
1147
$689K 0.01%
7,433
-1,637
1148
$689K 0.01%
59,479
-3,498
1149
$688K 0.01%
+26,556
1150
$687K 0.01%
6,580
-68
44 45
46
47 48