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
1501
$382K ﹤0.01%
6,988
+537
1502
$381K ﹤0.01%
4,171
+51
1503
$378K ﹤0.01%
19,889
-1,215
1504
$378K ﹤0.01%
6,820
-2,238
1505
$378K ﹤0.01%
57,777
+19,402
1506
$378K ﹤0.01%
12,049
+4,219
1507
$377K ﹤0.01%
3,961
+1,159
1508
$377K ﹤0.01%
3,730
-231
1509
$376K ﹤0.01%
8,248
+234
1510
$376K ﹤0.01%
11,093
-91,202
1511
$375K ﹤0.01%
51,336
-7,026
1512
$375K ﹤0.01%
28,172
+16
1513
$374K ﹤0.01%
13,144
1514
$372K ﹤0.01%
46,652
+28,427
1515
$372K ﹤0.01%
2,487
+20
1516
$371K ﹤0.01%
14,351
-1,434
1517
$371K ﹤0.01%
19,053
+922
1518
$370K ﹤0.01%
9,499
-775
1519
$369K ﹤0.01%
10,481
-8,166
1520
$368K ﹤0.01%
41,184
-29,168
1521
$368K ﹤0.01%
2,347
-32
1522
$367K ﹤0.01%
6,921
+40
1523
$366K ﹤0.01%
1,930
+165
1524
$366K ﹤0.01%
17,823
-866
1525
$364K ﹤0.01%
3,504
-319
59 60
61
62 63