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
1326
$524K 0.01%
+10,417
1327
$523K 0.01%
64,351
-7,246
1328
$522K 0.01%
3,485
+358
1329
$521K 0.01%
106,580
+8,540
1330
$521K 0.01%
165,236
+57,620
1331
$519K 0.01%
8,688
+272
1332
$518K 0.01%
36,441
-2,591
1333
$518K 0.01%
33,052
+673
1334
$518K 0.01%
25,032
-13,184
1335
$518K 0.01%
12,936
-7,055
1336
$517K 0.01%
2,807
-134
1337
$516K 0.01%
6,703
+117
1338
$515K 0.01%
10,300
+3,900
1339
$514K 0.01%
15,316
-1,794
1340
$514K 0.01%
13,757
-413
1341
$513K 0.01%
+17,761
1342
$513K 0.01%
7,416
-24,734
1343
$513K 0.01%
25,260
-4,656
1344
$512K 0.01%
23,889
+390
1345
$511K 0.01%
9,829
-5,153
1346
$509K 0.01%
31,409
-1,990
1347
$509K 0.01%
61,878
+5,621
1348
$508K 0.01%
11,727
-1,922
1349
$506K 0.01%
19,309
-235
1350
$505K 0.01%
10,235
+630
52 53
54
55 56