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
1551
$353K ﹤0.01%
11,871
+992
1552
$353K ﹤0.01%
28,300
-878
1553
$351K ﹤0.01%
23,760
-798
1554
$351K ﹤0.01%
1,061
+330
1555
$351K ﹤0.01%
26,869
-1,223
1556
$351K ﹤0.01%
3,546
1557
$350K ﹤0.01%
5,001
+502
1558
$350K ﹤0.01%
7,128
-3,480
1559
$350K ﹤0.01%
9,807
+2,652
1560
$349K ﹤0.01%
1,277
+6
1561
$349K ﹤0.01%
7,841
+1,023
1562
$349K ﹤0.01%
10,592
+1,728
1563
$348K ﹤0.01%
2,957
+51
1564
$348K ﹤0.01%
6,044
-490
1565
$348K ﹤0.01%
5,000
1566
$347K ﹤0.01%
9,805
-41,324
1567
$347K ﹤0.01%
5,233
-128
1568
$346K ﹤0.01%
+5,905
1569
$345K ﹤0.01%
14,538
-3,439
1570
$345K ﹤0.01%
3,319
+73
1571
$343K ﹤0.01%
+16,822
1572
$342K ﹤0.01%
27,811
-1,245
1573
$342K ﹤0.01%
5,550
+139
1574
$342K ﹤0.01%
3,723
+539
1575
$341K ﹤0.01%
+11,161
61 62
63
64 65