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
1226
$612K 0.01%
42,821
-4,270
1227
$612K 0.01%
34,190
+7,319
1228
$611K 0.01%
+46,968
1229
$610K 0.01%
8,352
+3,513
1230
$610K 0.01%
6,653
-98
1231
$610K 0.01%
+17,322
1232
$610K 0.01%
14,710
-220
1233
$608K 0.01%
14,911
+1,573
1234
$606K 0.01%
11,765
-844
1235
$605K 0.01%
4,992
+664
1236
$604K 0.01%
22,584
1237
$604K 0.01%
+5,904
1238
$603K 0.01%
11,496
+4,527
1239
$603K 0.01%
+73,991
1240
$602K 0.01%
19,914
+2,844
1241
$602K 0.01%
32,957
+27,739
1242
$601K 0.01%
14,909
-463
1243
$600K 0.01%
13,770
+3,925
1244
$600K 0.01%
27,618
-2,202
1245
$598K 0.01%
85,739
+18,953
1246
$598K 0.01%
19,282
-210
1247
$598K 0.01%
21,178
-6,341
1248
$595K 0.01%
5,110
-37
1249
$595K 0.01%
65,079
+14,419
1250
$594K 0.01%
37,912
+184
48 49
50
51 52