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
1201
$641K 0.01%
8,807
+878
1202
$640K 0.01%
35,569
-25,203
1203
$639K 0.01%
9,808
+2,496
1204
$638K 0.01%
9,542
+422
1205
$638K 0.01%
3,683
-166
1206
$637K 0.01%
21,256
-500
1207
$636K 0.01%
15,076
+1,384
1208
$635K 0.01%
+64,536
1209
$634K 0.01%
18,484
+6,328
1210
$634K 0.01%
12,437
+4,156
1211
$634K 0.01%
4,498
-329
1212
$630K 0.01%
5,650
+1,179
1213
$630K 0.01%
+63,862
1214
$627K 0.01%
21,095
-387
1215
$623K 0.01%
8,913
-711
1216
$623K 0.01%
13,621
-617
1217
$623K 0.01%
10,814
+243
1218
$622K 0.01%
24,358
+233
1219
$621K 0.01%
18,936
+12,846
1220
$621K 0.01%
13,197
+4,334
1221
$621K 0.01%
8,814
-671
1222
$619K 0.01%
15,278
+4,541
1223
$616K 0.01%
13,169
+1,744
1224
$615K 0.01%
70,402
-25,881
1225
$613K 0.01%
13,642
+186
47 48
49
50 51