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
1476
$395K ﹤0.01%
+16,334
1477
$395K ﹤0.01%
19,745
+634
1478
$395K ﹤0.01%
+8,666
1479
$394K ﹤0.01%
7,426
+26
1480
$392K ﹤0.01%
15,418
1481
$392K ﹤0.01%
154,769
+726
1482
$392K ﹤0.01%
8,887
-455
1483
$392K ﹤0.01%
+1,932
1484
$391K ﹤0.01%
21,059
+3,278
1485
$390K ﹤0.01%
8,253
-450
1486
$390K ﹤0.01%
8,174
-205
1487
$389K ﹤0.01%
30,730
-86,053
1488
$389K ﹤0.01%
11,627
-944
1489
$389K ﹤0.01%
16,283
+4,445
1490
$389K ﹤0.01%
4,894
+1,575
1491
$388K ﹤0.01%
8,007
+143
1492
$388K ﹤0.01%
9,904
-2,212
1493
$387K ﹤0.01%
3,003
+17
1494
$386K ﹤0.01%
7,875
+1,269
1495
$385K ﹤0.01%
6,398
1496
$384K ﹤0.01%
48,461
-24,031
1497
$384K ﹤0.01%
3,406
+1,224
1498
$384K ﹤0.01%
15,127
+747
1499
$383K ﹤0.01%
16,384
-509
1500
$383K ﹤0.01%
35,156
+5,329
58 59
60
61 62