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
1451
$410K ﹤0.01%
+12,266
1452
$408K ﹤0.01%
29,904
-1,180
1453
$407K ﹤0.01%
28,311
-5,350
1454
$407K ﹤0.01%
5,920
+2,247
1455
$406K ﹤0.01%
18,236
1456
$406K ﹤0.01%
5,715
-499
1457
$406K ﹤0.01%
6,882
-1,162
1458
$405K ﹤0.01%
9,500
+688
1459
$405K ﹤0.01%
11,468
+2
1460
$405K ﹤0.01%
12,990
+675
1461
$403K ﹤0.01%
10,218
-50,700
1462
$403K ﹤0.01%
15,742
-2,321
1463
$402K ﹤0.01%
18,165
+3,496
1464
$402K ﹤0.01%
+7,463
1465
$401K ﹤0.01%
1,716
-15
1466
$400K ﹤0.01%
251
+7
1467
$400K ﹤0.01%
+4,290
1468
$399K ﹤0.01%
13,812
-167
1469
$399K ﹤0.01%
64,688
+777
1470
$398K ﹤0.01%
31,774
-2,627
1471
$398K ﹤0.01%
10,834
+1,968
1472
$397K ﹤0.01%
1,999
+155
1473
$396K ﹤0.01%
8,310
-114
1474
$396K ﹤0.01%
+16,065
1475
$395K ﹤0.01%
+12,643
57 58
59
60 61