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
126
$15.1M 0.17%
533,867
+63,407
127
$14.9M 0.17%
504,140
+44,010
128
$14.9M 0.17%
304,716
+26,598
129
$14.2M 0.16%
102,262
+6,060
130
$14.1M 0.16%
82,702
+4,554
131
$14.1M 0.16%
65,680
+3,808
132
$13.9M 0.16%
219,367
+9,839
133
$13.8M 0.16%
178,177
+17,179
134
$13.8M 0.16%
173,678
+23,125
135
$13.6M 0.15%
935,840
-601,561
136
$13.6M 0.15%
187,222
+42,196
137
$13.1M 0.15%
1,463,896
+130,776
138
$13M 0.15%
160,263
+7,518
139
$12.8M 0.14%
189,885
+33,775
140
$12.8M 0.14%
122,201
+74
141
$12.8M 0.14%
500,844
+3,374
142
$12.7M 0.14%
149,554
-70,568
143
$12.7M 0.14%
203,705
+33,596
144
$12.6M 0.14%
169,771
+25,842
145
$12.5M 0.14%
1,128,219
-123,867
146
$12.4M 0.14%
565,925
+27,795
147
$12.4M 0.14%
164,226
-37,696
148
$12.4M 0.14%
112,955
+15,710
149
$12.1M 0.14%
271,195
+9,103
150
$12.1M 0.14%
202,155
+3,327
4 5
6
7 8