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
1426
$436K ﹤0.01%
8,919
+764
1427
$436K ﹤0.01%
6,026
+1,185
1428
$434K ﹤0.01%
11,433
-415
1429
$434K ﹤0.01%
34,454
-6,852
1430
$434K ﹤0.01%
12,412
-264
1431
$431K ﹤0.01%
18,328
-530
1432
$430K ﹤0.01%
4,945
-390
1433
$428K ﹤0.01%
20,906
-7,150
1434
$428K ﹤0.01%
18,579
+2,396
1435
$428K ﹤0.01%
194,600
1436
$427K ﹤0.01%
8,007
-188
1437
$427K ﹤0.01%
28,030
-12,561
1438
$426K ﹤0.01%
33,704
+1,402
1439
$425K ﹤0.01%
7,017
+2,071
1440
$423K ﹤0.01%
+15,218
1441
$423K ﹤0.01%
8,217
-1,461
1442
$422K ﹤0.01%
17,887
+2,309
1443
$421K ﹤0.01%
1,352
+280
1444
$419K ﹤0.01%
8,406
+1,638
1445
$419K ﹤0.01%
32,203
+2
1446
$414K ﹤0.01%
+3,875
1447
$413K ﹤0.01%
4,309
+1,145
1448
$412K ﹤0.01%
7,193
-696
1449
$411K ﹤0.01%
6,114
-595
1450
$411K ﹤0.01%
6,352
-72
56 57
58
59 60