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
1176
$665K 0.01%
6,760
+1,255
1177
$664K 0.01%
9,562
-157
1178
$662K 0.01%
3,045
+724
1179
$659K 0.01%
13,168
+1,841
1180
$658K 0.01%
16,328
-5,699
1181
$658K 0.01%
18,915
+2,132
1182
$656K 0.01%
18,291
+1
1183
$655K 0.01%
5,716
-634
1184
$654K 0.01%
12,985
+2,026
1185
$654K 0.01%
5,863
+443
1186
$653K 0.01%
69,427
-2,326
1187
$653K 0.01%
1,369
-120
1188
$652K 0.01%
38,171
-7,812
1189
$649K 0.01%
9,604
+1,250
1190
$649K 0.01%
45,286
-2,450
1191
$648K 0.01%
81,330
+16,904
1192
$647K 0.01%
39,401
-8,760
1193
$646K 0.01%
14,678
-873
1194
$643K 0.01%
34,184
-828
1195
$643K 0.01%
+37,439
1196
$643K 0.01%
36,202
+3,453
1197
$643K 0.01%
18,361
+610
1198
$642K 0.01%
20,211
+912
1199
$641K 0.01%
8,762
-12
1200
$641K 0.01%
+21,929
46 47
48
49 50