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
1251
$594K 0.01%
12,159
-3,487
1252
$594K 0.01%
11,362
+6,871
1253
$592K 0.01%
4,898
-12
1254
$592K 0.01%
23,829
+3,009
1255
$591K 0.01%
9,679
-2,598
1256
$591K 0.01%
14,919
+864
1257
$589K 0.01%
7,081
-1,990
1258
$587K 0.01%
5,905
+675
1259
$586K 0.01%
21,138
1260
$585K 0.01%
+20,132
1261
$584K 0.01%
4,812
+1,989
1262
$580K 0.01%
24,955
+1,311
1263
$579K 0.01%
15,339
-1,210
1264
$578K 0.01%
11,660
-2,598
1265
$576K 0.01%
34,768
+5,087
1266
$574K 0.01%
17,849
+2,707
1267
$573K 0.01%
14,432
+157
1268
$573K 0.01%
10,690
-3,862
1269
$573K 0.01%
11,044
+328
1270
$573K 0.01%
12,761
-65
1271
$573K 0.01%
9,097
-460
1272
$573K 0.01%
18,038
-8,678
1273
$572K 0.01%
+18,486
1274
$572K 0.01%
6,755
+648
1275
$570K 0.01%
4,678
+47
49 50
51
52 53