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
1276
$570K 0.01%
10,598
-32
1277
$569K 0.01%
15,060
1278
$568K 0.01%
+21,923
1279
$568K 0.01%
10,092
+1,103
1280
$567K 0.01%
21,849
+5,918
1281
$567K 0.01%
224
-2
1282
$565K 0.01%
17,227
+754
1283
$565K 0.01%
33,450
+5,367
1284
$564K 0.01%
7,079
-2,991
1285
$561K 0.01%
13,799
-238
1286
$560K 0.01%
10,660
+6,819
1287
$558K 0.01%
37,032
-2,466
1288
$556K 0.01%
31,476
+1,201
1289
$554K 0.01%
8,394
-1,128
1290
$554K 0.01%
19,643
+12,000
1291
$554K 0.01%
18,775
+1,445
1292
$553K 0.01%
+12,297
1293
$553K 0.01%
39,865
+389
1294
$551K 0.01%
3,044
-178
1295
$550K 0.01%
12,518
+1,650
1296
$550K 0.01%
15,983
+5,777
1297
$549K 0.01%
40,962
+10,646
1298
$549K 0.01%
12,344
-492
1299
$549K 0.01%
13,845
-681
1300
$549K 0.01%
12,353
+2,368
50 51
52
53 54