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
1376
$476K 0.01%
22,699
+2,911
1377
$475K 0.01%
5,952
-64
1378
$475K 0.01%
+30,230
1379
$474K 0.01%
34,067
+1,219
1380
$474K 0.01%
16,364
-512
1381
$473K 0.01%
10,831
+100
1382
$472K 0.01%
4,084
+214
1383
$471K 0.01%
20,751
+11,100
1384
$470K 0.01%
7,717
+387
1385
$470K 0.01%
4,815
+912
1386
$469K 0.01%
15,773
-9,932
1387
$469K 0.01%
38,739
-13,392
1388
$469K 0.01%
7,639
+145
1389
$469K 0.01%
34,793
+21,062
1390
$468K 0.01%
18,325
-25,606
1391
$467K 0.01%
2,936
+87
1392
$466K 0.01%
4,518
-110
1393
$466K 0.01%
11,285
+634
1394
$466K 0.01%
15,582
+1,345
1395
$465K 0.01%
13,414
+848
1396
$464K 0.01%
15,608
+1,611
1397
$461K 0.01%
18,338
+6,749
1398
$459K 0.01%
9,410
-1,398
1399
$459K 0.01%
6,556
-960
1400
$458K 0.01%
12,790
+3,596
54 55
56
57 58