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
1351
$505K 0.01%
29,802
-6,113
1352
$503K 0.01%
43,012
-23,535
1353
$501K 0.01%
4,698
+639
1354
$499K 0.01%
4,996
+960
1355
$498K 0.01%
31,613
-351
1356
$495K 0.01%
29,058
+2
1357
$495K 0.01%
11,147
-590
1358
$495K 0.01%
22,585
+250
1359
$495K 0.01%
58,268
+2,300
1360
$494K 0.01%
32,686
-5,004
1361
$493K 0.01%
9,875
+2,558
1362
$493K 0.01%
13,991
-1,166
1363
$491K 0.01%
8,760
-1,440
1364
$490K 0.01%
15,650
+559
1365
$488K 0.01%
+6,080
1366
$488K 0.01%
44,775
+9,332
1367
$487K 0.01%
14,431
+204
1368
$487K 0.01%
28,151
-7,490
1369
$480K 0.01%
+4,205
1370
$480K 0.01%
11,205
-1,819
1371
$479K 0.01%
+19,906
1372
$477K 0.01%
32,324
-118,659
1373
$477K 0.01%
18,014
+7,455
1374
$476K 0.01%
8,970
+76
1375
$476K 0.01%
7,708
+2,781
53 54
55
56 57