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
101
$19.1M 0.21%
198,363
-17,470
102
$18.6M 0.21%
288,501
+17,114
103
$18.5M 0.21%
163,467
-42,716
104
$18.2M 0.21%
201,169
+44,112
105
$18.2M 0.21%
349,895
+81,911
106
$18.1M 0.2%
165,273
+14,823
107
$18M 0.2%
413,579
+8,510
108
$18M 0.2%
97,835
+26,592
109
$18M 0.2%
476,638
+48,879
110
$17.9M 0.2%
196,569
+15,844
111
$17.5M 0.2%
160,546
-17,119
112
$17.2M 0.19%
581,244
+31,431
113
$17.1M 0.19%
312,155
+36,227
114
$17M 0.19%
290,504
-32,080
115
$16.9M 0.19%
2,920,040
-1,705,200
116
$16.8M 0.19%
143,149
-1,024
117
$16.7M 0.19%
113,608
+166
118
$16.7M 0.19%
95,113
+5,744
119
$16.6M 0.19%
135,889
-11,542
120
$16.4M 0.18%
193,150
-89,746
121
$16.1M 0.18%
269,051
+33,972
122
$15.8M 0.18%
100,800
+6,667
123
$15.4M 0.17%
155,318
-1,567
124
$15.4M 0.17%
45,578
+1,517
125
$15.4M 0.17%
521,378
+235,384
3 4
5
6 7