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
1401
$456K 0.01%
4,335
-1,518
1402
$456K 0.01%
2,234
-1,006
1403
$455K 0.01%
+5,290
1404
$455K 0.01%
28,623
+3,181
1405
$455K 0.01%
25,323
+4,220
1406
$454K 0.01%
6,822
+1,555
1407
$453K 0.01%
28,753
-5,272
1408
$451K 0.01%
24,124
-5,772
1409
$450K 0.01%
14,504
+3,994
1410
$450K 0.01%
40,153
-6,707
1411
$448K 0.01%
8,570
+2,462
1412
$447K 0.01%
61,275
-53,926
1413
$446K 0.01%
25,394
+14,509
1414
$446K 0.01%
11,025
-938
1415
$443K 0.01%
16,841
+2,848
1416
$441K 0.01%
7,970
-114
1417
$441K 0.01%
36,625
-159
1418
$441K 0.01%
87,659
+26,600
1419
$440K 0.01%
+6,286
1420
$439K ﹤0.01%
11,446
+439
1421
$438K ﹤0.01%
7,075
+809
1422
$437K ﹤0.01%
11,102
+550
1423
$437K ﹤0.01%
11,634
-292
1424
$436K ﹤0.01%
14,124
+307
1425
$436K ﹤0.01%
1,810
+20
55 56
57
58 59