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
1301
$548K 0.01%
5,995
+368
1302
$546K 0.01%
18,363
+4,338
1303
$544K 0.01%
38,318
-40,944
1304
$544K 0.01%
21,047
+643
1305
$543K 0.01%
31,771
-3,287
1306
$542K 0.01%
7,919
-46
1307
$542K 0.01%
+1,531
1308
$540K 0.01%
22,160
+7,095
1309
$538K 0.01%
5,172
-2,399
1310
$538K 0.01%
113,122
+2,455
1311
$537K 0.01%
8,476
-81
1312
$536K 0.01%
10,412
+2,987
1313
$536K 0.01%
17,878
-1,783
1314
$535K 0.01%
8,640
-825
1315
$535K 0.01%
4,841
-424
1316
$535K 0.01%
2,302
+687
1317
$531K 0.01%
8,357
-194
1318
$531K 0.01%
+16,840
1319
$529K 0.01%
53,385
-42,168
1320
$528K 0.01%
4,302
+308
1321
$527K 0.01%
7,076
+1,477
1322
$527K 0.01%
7,001
+174
1323
$526K 0.01%
1,475
+627
1324
$525K 0.01%
31,030
+6,690
1325
$524K 0.01%
9,051
-900
51 52
53
54 55