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
1526
$363K ﹤0.01%
18,315
+1,500
1527
$362K ﹤0.01%
16,092
+388
1528
$362K ﹤0.01%
18,821
-157,722
1529
$361K ﹤0.01%
13,777
+1,376
1530
$361K ﹤0.01%
28,451
-470
1531
$360K ﹤0.01%
14,725
+2,051
1532
$360K ﹤0.01%
59,684
-7,459
1533
$360K ﹤0.01%
4,076
-143
1534
$359K ﹤0.01%
7,001
-300
1535
$359K ﹤0.01%
+6,900
1536
$358K ﹤0.01%
+11,122
1537
$358K ﹤0.01%
8,029
-1,071
1538
$358K ﹤0.01%
14,433
+1,724
1539
$358K ﹤0.01%
21,887
+4,605
1540
$357K ﹤0.01%
+7,775
1541
$356K ﹤0.01%
33,265
-1,578
1542
$356K ﹤0.01%
886
+34
1543
$356K ﹤0.01%
7,241
+148
1544
$356K ﹤0.01%
12,522
+1,536
1545
$356K ﹤0.01%
6,239
-395
1546
$356K ﹤0.01%
6,482
-327
1547
$355K ﹤0.01%
4,026
+454
1548
$355K ﹤0.01%
3,086
-1,326
1549
$354K ﹤0.01%
4,566
+1,069
1550
$354K ﹤0.01%
10,200
-506
60 61
62
63 64