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
1151
$687K 0.01%
4,946
+204
1152
$686K 0.01%
31,166
-1,341
1153
$684K 0.01%
31,701
+4,951
1154
$682K 0.01%
15,743
+3,782
1155
$682K 0.01%
23,095
+7,884
1156
$682K 0.01%
9,736
+766
1157
$681K 0.01%
6,152
+223
1158
$680K 0.01%
19,804
-3,728
1159
$680K 0.01%
15,861
+9,600
1160
$680K 0.01%
51,576
+29,472
1161
$679K 0.01%
41,427
+7,997
1162
$677K 0.01%
43,498
-111,268
1163
$676K 0.01%
6,748
-800
1164
$675K 0.01%
+18,499
1165
$674K 0.01%
54,154
-8,816
1166
$672K 0.01%
16,983
+1,360
1167
$670K 0.01%
26,742
+2,806
1168
$670K 0.01%
13,198
+1,676
1169
$668K 0.01%
81,303
+12,842
1170
$668K 0.01%
25,363
-1,708
1171
$667K 0.01%
26,417
+5,286
1172
$667K 0.01%
30,267
-2,456
1173
$666K 0.01%
8,873
+275
1174
$666K 0.01%
24,381
1175
$665K 0.01%
17,766
+5,253
45 46
47
48 49